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Retirement Plan Strategies
OWNER'S CHOICE

Situation: Owner wants to give different amounts of contribution for different parts of the employee workforce (i.e. sales, clerical, engineering, management, longer service etc.) 

Solution: We start with owner's idea and adjust only if necessary to meet anti-discrimination rules. 

Plan Type: New Comparability Profit Sharing.

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

 

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