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The
design corner provides an opportunity to review the advantage
and disadvantages of qualified and nonqualified retirement
plans, as well as the ability to review a summary of plans
and profit sharing allocation formulas. The plan contribution
comparison chart provides a comparison of contributions
by plan. |
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Retirement
Plan Matrix |
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This
matrix will guide you through the types of retirement plans
and provide a plan overview. |
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Plan
Provisions and Requirements |
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Provides
a comparison of plan features for various types of retirement
plans. |
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New
Comparability Plans |
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If
you are looking to maximize plan contributions for a specific
group of employees, the New Comparability Plan may be your
plan of choice. |
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Cash
Balance Plans |
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Owners
and partners looking for larger tax deductions and accelerated
retirement savings should take a look at a Cash Balance
Plan. A Cash Balance plan will allow contributions in excess
of the $49,000 to $54,500 allowed under New Comparability
Plans. |
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Request
a Proposal |
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Plan
Design is the building block of Retirement Planning. Let
us Design a Plan specifically tailored to meet your Goals
and Objectives. Please download the design questionnaire
and employee census and e-mail to proposal@bsgi401k.com |
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Owner
Only and Professional Plans |
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An “Owners Only” 401(k) Plan and an “Owners Only”
Defined Benefit Pension Plan, provide tax planning opportunities
based on the owner’s age, income, and need to shelter
income |
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