The 401k Podcast
Dive into the latest insights and trends in retirement planning with our 401k podcast – your audio resource for smart investing and strategic growth
Let’s start
With A Proposal
Retirement Plan Options
Safe Harbor 401(k)
Select from pre-approved matching and vesting schedules to simplify compliance requirements.
Traditional 401(k)
Tailor your matching and vesting schedules to align with your budget and safeguard your cash flow.
Individual/Solo 401(k)
Maximize your contributions with both employee and employer contributions for business owners without employees.
Cash Balance Plan
Optimize contributions with a plan that allows for higher contribution limits, ideal for high income business owners.
Simple IRA
Opt for a hassle-free plan that minimizes administration, ideal for small businesses looking for simplicity and ease.
SEP IRA
Select a plan with high contribution limits and minimal administration, ideal for self-employed and small businesses.
Payroll Deducted IRA
Opt for a low cost plan for easy contributions, suited for businesses just getting started.
Non-Qualified Plans
Select a plan for targeted benefits to specific employees, offering added flexibility.