This outline compares a SEP with a safe-harbor 401(k) plan and is especially important for employers who must cover participants other than just the owners.
Let us help design and administer a Retirement Program that meets your needs.
Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually.
Cash balance plans offer high contribution limits and flexibility.
Please join us in congratulating our two new Account Executives!