We would like to know what your thoughts are about establishing a Qualified Retirement Plan.
- Is it an employee benefit?
- Is it for tax planning?
- Is it for maximum contributions for the owners?
- Do highly compensated employees in your plan get corrective distributions?
- Have you ever been told your plan is Top Heavy?
- Are you having trouble passing your average deferral percentage test?
- Should you consider auto enrollment with auto escalation?
- Have you considered a safe harbor election?
We specialize in creative plan design in collaboration with you and your third party administrator to develop your own unique plan design.