A Micro(k) plan is a low-cost retirement plan for businesses that have no rank and
file (common-law) employees and require limited reporting and disclosure
under ERISA. Should your client’s business have eligible employees, we can often design plans that will still favor the owners and perhaps other groups of employees (e.g. managers). All of our “Next Level” plans allow substantial investment freedom and the ability for participants to elect life insurance on themselves or anyone in whom they have insurable interest.
