Is your plan designed to attract, retain and reward employees, provide maximum tax benefits and align employer contributions with your goals? We want to know and understand the needs of owners/employers and incorporate those needs into the comprehensive design of the plan.
- A plan that maximizes contributions for owners, employees or both
- Choice of employer contributions that may be required, matching or discretionary
- Understanding and selecting eligibility, entry date and vesting provisions
- Plan testing provisions that leverage employer contributions