LOW-COST401(k)/SELF-EMPLOYED
Our Solo 401(k) plans have the following features that
make our plans truly unique and industry leading:
- Customized Investment Policy Statement (IPS) that
defines the investment strategies utilized in the plan
and forms the documentation required to support your
fiduciary investment decisions.
- Diversified investment portfolio choices with long-term
industry leading performance records for you so that
you can chose proper investments based on your risk
tolerance.
- Institutional Fund choices that have investment costs
that average only .40% or 40 basis points of cost or
less for each diversified portfolio.
- Full unbundled fee disclosure from fee-only CFP¨
advisors that receive no compensation from any providers
of the plan.
- Industry leading 3rd Party Administrators for insuring
the plan is compliant with all requirements and that
you receive top service.
- Advisors that design and implement a plan that is
best for you as a plan sponsor.
(click here for a plan proposal)
Plan sponsors should not be fooled by low cost offers
for 401(k) plans. Many bundled plan offers show below
market administration fees, which are more than made up
for with high investment costs or other hidden fees and
expenses. These offers place you appear cheaper but actually
are far more expensive in the long run.
Let us help you find the best retirement plan.
(click here for more information)
Individual 401k for those who are self-employed and/or
business owners without full-time employees. Annual tax-deferred
maximum contributions is $45,000 of which $15,500 is salary
deferral ($45,000 and $20,500 respectively if age 50 and
over. The ability to increase the tax deferral amounts
above the IRA limits makes these very attractive plans. |
