Retirement Plans

Strategies

Employee Benefits

Individual Benefits

White Papers

Proposal Request

Benefit News

Administration

Retirement Plan Strategies

 Equal Partners 

Situation: The Three Partners in a business are ages 63, 58 and 53 but the 58 year old wants $70,000 contributed to a qualified plan while the 53 year old and the 63 year both want $40,000.

Solution: This can be done!

Plan Type: Cash Balance Defined Benefit Pension Plan

Proposal Request

Design Strategies

Design Overview

Plan Types

    DC Plans

    DB Plans

Document Format

    Single Employer

    Multiple Employer

Strategies

    Owners Choice

    Forty Something

    One Stop Shop

    Build Inheritance

    Equal Partners

    Flexible DB

    Max Out

    Change Direction

    Never Too Late

Funding Formats

    Cross tested

Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

This page was last updated on Wednesday, January 02, 2008 11:23 AM