The Ultimate Retirement Planning Advantage: Combo Retirement Plans
Unlock the power of combining Defined Benefit (Pension/Cash Balance) and Defined Contribution (401(k) profit sharing) plans to supercharge your retirement savings while benefiting from significant tax advantages. This dual-plan strategy allows high earners and business owners to substantially increase contributions, accelerating retirement savings and maximizing tax efficiency
Combo PLAN ADMINISTRATION INCLUDES:
Timely Compliance Reminders: Stay ahead with compliance and regulatory reminders for each plan, ensuring adherence to all guidelines and deadlines for each plan.
Easy Plan Administration: We manage every aspect of your retirement plan from plan design to compliance testing, ensuring smooth operation for each plan.
Technology Driven Efficiency: Leveraging top tech partnerships in the industry, we make your retirement plan as easy and efficient as possible so you can continue to focus of your business. All digital workflow.
Strategic Annual Consultations: Leverage yearly consultations to align your plan with current financial strategies and objectives for each plan.
All Inclusive Service Package: Bundled service that includes a secure client portal, plan tax filings and maintenance, unlimited adjustments, distributions, loans, extensions, restatements, and testing/compliance requirements for each plan. No more surprise fees for essential plan work.
Automated Census Data Collection: Long gone are the days of census data spreadsheets and manually tracking employees’ hours. We partner with top payroll integration specialist to obtain your payroll data automatically, saving time and avoiding errors on your 401(k) plan.