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Strategies

There are many strategies to consider when establishing a  retirement plan when you consider saving strategies, funding strategies and plan design strategies, all of which come into play when setting up a qualified retirement plan.

How you set a plan up for the owner and employee retirement savings can play an important role in determining whether everyone participates as intended.

Funding the plan properly may ultimately provide increased retirement benefits and additional tax deductions for your company.  And yet, in a small business environment, contributions are simply transferred from the business operating account, creating a tax deduction in the process, to your company's retirement trust account. 

Many business owners are surprised to learn just how much how much of the total company contribution can be credited to their own retirement account.  We created a 'Funding Allocation' chart to provide an example of the various funding allocation methods afforded a small company.  We encourage you to visit our funding strategies section for a detailed explanation.

Proper plan design plays a fundamental role in the success, or failure, of your retirement plan.  Choosing a pension specialist with experience is paramount to ensuring a plan design that meets your goals and objectives is attained.  We encourage you to contact us or request a proposal to determine how a plan may be effectively designed to meet your company's needs.

We ask that you rely on our expertise and experience to design a plan that makes sense for you and your company.  Please contact us to discuss your current plan and/or your goals and ideas to either redesign your current plan or to start a new plan.  To begin the 'request for proposal' process - Click Here

 

Design Strategies

Select this link Design Overview

Select this link Strategies

    Select this link Owners Choice

    Select this link Forty Something

    Select this link One Stop Shop

    Select this link Build Inheritance

    Select this link Equal Partners

    Select this link Flexible DB

    Select this link Max Out

    Select this link Change Direction

    Select this link Mid Course

    Select this link Solo 401k

    Select this link Single 401k

    Select this link Dual Plan

    Select this link Combo Plan

    Select this link Never Too Late

Funding Strategies

Select this link Funding Overview

    Select this link Age Neutral

    Select this link Age Weighted

    Select this link Cross tested

    Select this link Integrated

    Select this link Safe Harbor

    Select this link SIMPLE

    Select this link Traditional

Plan Types

    Select this link DC Plans

    Select this link DB Plans

Plan Formats

    Select this link Single Employer

    Select this link Multiple Employer

Document Formats

Select this link Document Overview

    Select this link Prototype

    Select this link Volume Submitter

    Select this link Individual Drafted

Saving Strategies

Select this link Saving Overview

    Select this link Asset Allocation

    Select this link Compound Interest

    Select this link Diversification

    Select this link Investment Types

    Select this link Maximize

    Select this link Minimize

 

 

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 reviewed and/or updated on Friday, August 13, 2010 10:46 AM

 
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