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“Next Level” Plan Brochures
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We
make it easy to communicate the value of a Micro(k) or other "Next Level"
plan to your suitable client. These brochures
are optimized for you to download, print or email when you need them.
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| The Micro(k) |
| Micro(k) plans are designed to meet the needs of small businesses that employer only the owners and their spouses. Learn how to maximize your clients contributions while allowing them to purchase needed life insurance inside the plan on a pre-tax basis. The Micro(k) is the perfect solution for providing your client an alternative to a SEP-IRA.
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#: 0011012XX 05/2007 |
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| Safe Harbor 401(k) Plans |
| Safe Harbor 401(k) plans are an attractive alternative for businesses that want a 401(k) plan, but do not want to or are not able to satisfy the annual discrimination testing required by traditional plans. They are the perfect alternative to SEP-IRA's. Our plans also allow participants to purchase needed life insurance in the plan on a pre-tax basis. |
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#: 0011810XX 05/2007 |
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| DASH 401(k) Plans |
| Double Advantage Safe Harbor (DASH) Plans are ideal for situations where the owner is older than the employees . The DASH 401(k) takes the Safe Harbor 401(k) one step further and allows for an :age-weighted profit sharing contribution for all participants, further boosting the owners contribution. Learn how to maximize your clients contribution while minimizing their employee costs. As with safe harbor plans, our plans also allow participants to purchase needed life insurance in the plan on a pre-tax basis. |
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#: 0011811XX 05/2007 |
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| Profit Sharing Plans |
| With fewer options than a 401(k) plan, this "Next Level" chassis may be the plan of choice for many small businesses who don't desire enrollments and payroll complexity. Profit sharing plan contributions are made with complete discretion, this unparalleled flexibility allows for the owner to increase, reduce or even suspend contributions in any given year. |
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#: 0010422XX 05/2007 |
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