Ask The Expert

T.J. Orr, ERPA, QPA, QKA

Qualified Retirement Plan Designs – SIMPLE to Robust DB/DC Combos

Company sponsored retirement plans offer a tremendous vehicle to serve a couple of different purposes.  First, pure “employee benefit plans”, in the form of a 401(k) type plan, put the employer’s employees in the driver’s seat to setting aside funds on a pre-or post-tax basis.  Beyond that, a good plan design can utilize these same plans to create a tax haven for the business owners and key employees. With the 2013 tax increases, these become even more beneficial going forward.  Where cash flow permits, adding a companion “cash balance plan” can really amplify these opportunities.  Because each employer’s desires and goals are unique, determining the correct type of plan to be utilized is the first order of business, followed by careful consideration of the features of the plan itself. This webinar will take you through some case studies showing alternative plan designs applied to a consistent set of facts, progressing to more robust designs.

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