Profit Sharing Plan
Recieve a custom proposal from our many trusted record keepers and partners. Every business is unique, and so should your retirement plan.
What is a Profit Sharing Plan?
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Let’s Start
With A Proposal
Types of Profit Sharing
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Employee Match
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Vesting Schedule
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New Comparability
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Who should consider a
Profit Sharing Plan
Choosing an independent 401k administration means prioritizing customization and flexibility. Not being a “one size fits all” retirement plan company allows us to focus solely on creating a retirement plan tailored to your specific needs.
It’s about delivering a personalized strategy, ensuring you and your employees’ futures are in attentive hands.
Business owners looking to maximize their contributions.
Record Keepers/Custodians have niche pricing. Finding the partner that fits your business will help you save money.
Employers attempting to compete for quality employees within their industry.
Instead of choosing from a pre-set menu of funds, our independent approach gives you the benefit of personalizing your investment lineup.
Businesses who have one or more eligible fulltime employee.
As your business and your retirement plan grows, we might find better priced platforms for you. We want to be the common denominator and grow with you.
Businesses with Highly Compensated Employees.
You’ll have dedicated experts on your retirement plan team managing and designing your plan. It our job to support and advise you along the way.
Some Of Our Trusted Partners:
