Sole-proprietorships, LLCs and S Corporations
with common law employees
with common law employees
- Typically, our plans provide the Owner(s) with an opportunity to defer pre-tax $150,000 (and more) per year while providing cost-effective benefits to rank-and-file employees ranging from 5 to 8% of their salary
- Flexible designs including but not limited to:
- Annual administration, compliance, actuarial and consulting services
- Our A-to-Z approach includes all required IRS, DOL and PBGC filings
Design and installation of custom-made pension plans allowing owners to fund their own retirement with large tax-deductible contributions
Cash Balance Plans
Defined Benefit Plans
401(k) Plans with Profit-Sharing component
Defined Benefit Plans
401(k) Plans with Profit-Sharing component
Our typical clients are
- Medical and dental practices
- Small law firms
- Construction companies
- Accounting and consulting practices
- Commercial real estate firms
- Financial advisory firms
- Marketing and communication services
