Commonly Asked Questions

• Can I enhance my contribution?
• Can I create a larger deduction?
• Can I cut a smaller check, whether corporate or personal?
• Can my deduction/plan be more efficient?
• Can I lower my rank and file cost?
• What is Qualified Plan Design?
• What is Design?
• Can I incorporate my needs/wishes?
• Are my contributions flexible?
• What is my CPA/Advisor missing?
• After the Qualified Plan, what's next for a larger deduction?
• Am I failing my 401(k) discrimination testing?
• Who is being discriminated against in my plan? Is it me?
• Has my plan been updated with the new PPA/ATRA legislation?
• What can 404(a)(7) do for me and my deduction?
• Is my plan being managed to meet my overall objectives?
• Are too many highly compensated employees a bad thing?
• In order to get a lot, do I need to give a lot? Design!
• What type of match is appropriate for my business?
• What is my estate tax bill going to be?
• What is comprehensive money management?

Who's Customizing Your Plan Design?

Is Your Deduction/Plan Working for You?

IT SHOULD BE.

Call or email our team today for a no obligation conversation discussing the legislation behind these deductions and how the right Qualified Plan Design can help mitigate this tax exposure efficiently moving forward.