Maximize Your Business Value with 401(k) Solutions

Optimize tax savings, attract top talent, and secure your future.

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Setting up a 401(k) for your small business or entrepreneurial venture not only boosts your savings but also enhances the value of your company. By offering a 401(k) plan, you attract top talent, qualify for valuable tax benefits, and secure your financial future with ease.

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Key Tax Benefits of a 401(k) Plan for Your Business:

  • Three Free Years: Set up a 5-year 401(k) plan and enjoy the first 3 years free of charge.
  • Tax Credits for Setup and Maintenance: Receive tax credits to offset the costs of establishing and maintaining your 401(k) plan.
  • Employer Contribution Credits: Gain tax credits of up to $7,000 per employee for your contributions.
  • Auto Enrollment Benefits: Automatically qualify for additional tax credits by offering auto-enrollment for your employees.

Customized 401(k) Plans to Grow Your Business

A well-designed 401(k) plan can attract top talent, increase the value of your business, and help you retire on your terms. Our white glove services ensure your 401(k) plan is fully optimized, freeing you to focus on what matters most—growing your business and securing your future.

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401(k) Setup & Design

02

Deferred Compensation Plans

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401(k) Optimization

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Life Insurance

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Pension Plans