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| Choosing a Qualified planner may be one of the most important decisions you make for your business and your loved ones. A planner can play a key role in helping you meet your life goals and achieve financial well-being. It is important to take the time to select a Qualified planner who is competent and one on whom you can depend for professional advice and services. |
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Directory of Financial Services
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Whether you are a sole proprietor, partnership or a corporation, there are several types of qualified retirement plans that can meet your needs. A retirement plan can serve many purposes, from tax sheltering income to attracting and retaining employees.
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Qualified Retirement Plans
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Defined Contribution Plans
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A qualified plan must meet a certain set of requirements in the Internal Revenue Code such as minimum participation, vesting and funding requirements. In return, the IRS provides significant tax advantages to encourage businesses to establish retirement plans including... Read |
A defined contribution plan defines the contribution the company will make to the plan and how the contribution will be allocated among the eligible employees. Separate account balances are maintained for each employee. ... Read |
Profit Sharing Plans
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401(k) Plans
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The profit sharing plan is one of the most flexible qualified plans available. Company contributions to a profit sharing plan are usually made on a discretionary basis. Each year the employer decides the amount, if any, to be contributed to the plan. ... Read |
More and more employees perceive 401(k) plans as a valuable benefit which have made them the most popular retirement plans today. Employees can benefit from a 401(k) plan even if the employer makes no contribution ... Read |
New Comparability Plans
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Defined Benefit Plans
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These plans, sometimes referred to as "cross-tested plans," are usually profit sharing plans that are tested for nondiscrimination as though they were defined benefit plans. By doing so, certain employees may receive much higher allocations ... Read |
Instead of accumulating contributions and earnings in an individual account like defined contribution plans (profit sharing, 401(k)), a defined benefit plan promises the employee a specific monthly benefit payable at the retirement age ... Read |
Cash Balance Plans
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A cash balance plan is a type of defined benefit plan that resembles a defined contribution plan. For this reason, these plans are referred to as hybrid plans. A traditional defined benefit plan promises a fixed monthly benefit at retirement ... Read |
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