A 403(b) plan is a type of retirement plan for employees of governmental entities, public schools,...
403b Plans – A Pre-Tax Employee Savings Plan
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Fact Sheets
Defined Benefit Plans – Accelerate Savings, Maximize Tax Deductions
Defined Benefit Plans can provide large benefits to highly compensated employees and business...
Cash Balance Plans – Accelerate Savings, Maximize Tax Deductions
Cash Balance Plans are a great design for employers seeking to fund much larger contributions than...
New Comparability Plans – Maximize Contributions for Owners and HCEs
New Comparability plans maximize retirement benefits for Highly-Compensated Employees and owners....
Profit Sharing Plans – A Basic Employer Funded Retirement Plan
Profit Sharing Plans can be designed as an employee benefit where contributions are allocated to...
Safe Harbor 401k Plans – Help Highly Paid Employees Save More
Safe Harbor 401k Plans are designed to permit business owners and other Highly Compensated...
401k Plans – A Pre-Tax Employee Savings Plan
A 401k Plan is a very popular employer sponsored retirement savings program. These plans are...
Solo 401(k) Plans – Exclusively for Owner-Only Businesses
With a JULY Solo 401(k) Plan, sole proprietors and other owner-only businesses can take advantage...