At Incera & Associates we have been helping our clients with the establishment and maintenance of retirement plans since 1974. Our professionals help design turnkey retirement plan solutions geared to the specific needs of our clients. May include employer matching contributions and/or discretionary employer contributions.
The Safe Harbor provision eliminates the need to do some compliance testing. Maximum tax deductible employer contribution is 25% of net eligible payroll. Mandatory employer contribution - either as a match of employee deferrals up to 3% of the employee deferrals or a fixed 2% non-elective contribution on behalf of all eligible employees.
The Safe Harbor provision eliminates the need to do some compliance testing. Maximum tax deductible employer contribution is 25% of net eligible payroll. Mandatory employer contribution - either as a match of employee deferrals up to 3% of the employee deferrals or a fixed 2% non-elective contribution on behalf of all eligible employees.
Services
Through our affiliate, Integrated Financial Services, Inc., we provide solutions to our clients' Life Insurance, Health Insurance & Disability Insurance needs in the state of Florida. Please give us a call if you are interested in Group Health, Life or Disability Insurance so that we may obtain the necessary information to provide you with a detailed quote.
Reviews (1)
Enrique Herrero
Aug 24, 2021
Report
Incera and associates is a small but very personalized brokerage company which values the customer and pays attention of the individuals personal needs and goals. They are extremely honest people and have been in business around 47 Years. When you call you deal directly with the father Roberto or son Carlos which he is extremely knowledgeable and honest person which he learned to be from his father. I highly recommend them if you want a personalized portfolio and people who listen to your needs. Enrique Herrero
