Align your plan and your business to maximize contributions and group employees while staying compliant. We take on your retirement plan's compliance, administration, and more to keep things easy for you. Traditionally, retirement plans have been sold by financial advisors who are generalists instead of specialists, which leaves employers with a generic 401(k) plan that's not aligned with their company's goals.
Our team of retirement plan experts is here to change that by designing your plan to maximize contributions and tax-efficiency while maintaining compliance. Tired of coordinating between multiple service providers on your retirement plan? - TPA, recordkeeper, financial advisor, custodian, etc. Untangle the mess and work with single point of contact for everything related to your plan.
Our team of retirement plan experts is here to change that by designing your plan to maximize contributions and tax-efficiency while maintaining compliance. Tired of coordinating between multiple service providers on your retirement plan? - TPA, recordkeeper, financial advisor, custodian, etc. Untangle the mess and work with single point of contact for everything related to your plan.
Services
Our team of experts is on a mission to change the way retirement plans are delivered. Traditionally, retirement plans have been delivered by financial advisors that aren't retirement plan experts. This has left many employers without the proper guidance and solutions to help make the most of their plan, and that's what we want to change.
We manage every part of your retirement plan. This includes everything from fiduciary oversight, investment menu monitoring, recordkeeping, compliance, plan administration, and more. A great option for going beyond a traditional matching arrangement. We offer new comparability (cross-testing) services as well as serval other profit sharing allocation methods.
Customization, tax savings, and flexibility - just a few features that make 401(k) plans one of the most popular plan types across businesses of all sizes and industries. Safe harbor status through a variety of methods - Matching, Non-Electives, or Qualified Automatic Contribution Arrangements. Customize your plan to attract, retain, and reward employees in a way that keeps your business competitive.
Streamlined operations means less overhead and lower pricing. Cutting out middlemen not only helps your employees save more of their hard-earned money, it also helps protect the organization from fiduciary liability. Everything you need to offer a great benefit to your employees without getting caught up in the complications of plan administration.
There are two major types of Related Employers: Affiliated Service Groups and Control Groups. Part I of this series discussed the general purpose of. Preventing owners and highly compensated employees from abusing retirement plans' tax benefits is one of the primary policy goals of the Employee. Each year, the IRS adjusts the contribution limits for qualified retirement plans to account for cost of living increases.
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