Latest Insights for Employers
403b Plans – A Pre-Tax Employee Savings Plan
A 403(b) plan is a type of retirement plan for employees of governmental entities, public schools,...
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...
Fee Details for SOLO 401K, SOLO Cash Balance, and SOLO Combo Plans
This page provides details on fees for our owner only plans, including SOLO 401k, SOLO Cash...
Launch and Custom Plan Fee Details
JULY Launch and Custom plan fees may include flat, asset-based, investment-related, and...
Technology for the Modern Advisor
Date:June 17th, 2021Watch the Webinar
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...
Everyone Can Use a PEP Talk | Incorporating PEPs in Your Practice
Date:June 9th, 2021Watch the Webinar