A Cross Tested or Cash Balance Plan may be right for your firm

Based on your answers it looks like either a Cross Tested or Cash Balance plan may be right for your firm. These plans generally allow for maximum tax benefits:

  • Greater allowable contribution disparity
  • Higher tax deductible contributions beyond what is permitted under traditional Profit Sharing and 401(k)plans
  • Require minimum funding requirements
  • Tax deferred contributions, deferrals and investment earnings
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