Welcome to Executive Benefit Plans, Inc.

 
Main Link Column
Select this link Retirement Plans
Select this link Strategies
Select this link Employee Benefits
Select this link Individual Benefits
Select this link Participant Info
Select this link White Papers
Select this link Consulting Services
Select this link Proposal Request
Select this link Administration
Select this link Contact
Select this link Benefit News
Select this link Blog
Select this link Home

 

Retirement Plan Strategies
ONE STOP SHOPPING

Situation: Company wants a 401(k) plan for long service employees that favor key people. This could either be the company's first plan or the replacement of a defined benefit plan. 

Solution: In addition to the usual employee 401(k) contribution and the related match, a discretionary contribution will provide for adequate benefits and a "kicker" for key individuals. For a terminated defined benefit the rollover money is factored toward benefit adequacy. 

Plan Type: 401(k) with Discretionary New Comparability Profit Sharing.

See Chart  |  Contact Us  |  Proposal Request

 

Design Strategies

Select this link Design Overview

Select this link Strategies

    Select this link Owners Choice

    Select this link Forty Something

    Select this link One Stop Shop

    Select this link Build Inheritance

    Select this link Equal Partners

    Select this link Flexible DB

    Select this link Max Out

    Select this link Change Direction

    Select this link Mid Course

    Select this link Solo 401k

    Select this link Single 401k

    Select this link Dual Plan

    Select this link Combo Plan

    Select this link Never Too Late

 

 

Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

This page was last reviewed and/or updated on Sunday, February 28, 2010 10:56 PM

 
Privacy Statement - Executive Benefit Plans, Inc. Copyright 1996 - 2009 All Rights Reserved - Legal Statement
Website Powered by UHSystems