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PLAN ANALYSIS

No matter what the goal of a business owner is, our retirement plans are designed for optimal results. Each Plan type is carefully reviewed to maximize benefits to a key group of Owners or Executives while still providing the legal minimums to rank-and file employees. Take a look at the most popular types of plans used today:

Profit Sharing Plan Comparison Report

Safe Harbor 401(k) with NCP Profit Sharing Plan

Cash Balance PenMax

DB-DC PenMax

IRS ANNOUNCES PENSION PLAN LIMITS FOR 2012

The IRS has announced new retirement plan limitations that will be effective January 01, 2012. In general, many of the pension plan limitations will change ... READ MORE


Busy CEO's rarely have time to learn how their 401(k) operates. The job of managing the 401(k) plan is delegated which creates liability for the company officers. Understanding the terminology and the concepts inherent with retirement plans will keep you out of trouble. America's Retirement Plan is designed to tell you what you need to know.

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