COMPANY RETIREMENT PLAN OPTIONS

Solo 401(k) Plans

Solo 401k for Single business owners with
no employees or part-time employees. 

  • Traditional or Roth contributions
  • Contribute up to the 401(k) maximum
  • Tax Benefits for Employers
  • Flexible Plan Design
  • Wide range of mutual funds
  • Salary deferrals up to $18,500 for 2018
Group 401(k) Plans

Small, mid or large size businesses’ 401k retirement savings. Reduce company costs on administration and maintenance fees.

  • Traditional or Roth 401k Option
  • Contribute the 401(k) maximum and an employer contribution up to $18,500 for 2018
  • Contribute up to the 401(k) maximum
  • Tax Benefits for Employers
  • Flexible Plan Design
  • Wide range of mutual funds
Profit Sharing Plans

Employees receive a percentage of a company’s
profits based on its quarterly or annual earnings.

  • Customized profit sharing plan
  • Great way for a business to give its employees a sense of ownership in the company

Cash Balance Plans

Employers credits participant’s account with a set percentage
of his or her yearly compensation plus interest charges.

  • Super Charge 401k Retirement Contributions
  • Maximum annual benefit can be up to $215,000 (for 2017; $210,000 for 2015 and 2016) visit irs.gov for more details