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The Pension Protection Act Has Dozens of Provisions that Let Business Owners Direct Employee Benefits almost Exclusively to Themselves


Read the
Fine Print!
 

80%+ to Owner Accounts
200% of Spousal Salary
Safe Harbor Designs
Maximum Flexibility
Maximum Deductions
Minimum Costs
Helped Hundreds of Small Businesses
The Best Experts in the Business
How your 401k
can cost you your
business!
  
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Call us at 'XXX-Your Phone Number' to Determine Your Available Tax Savings!

Technical Stuff for
Your CPA & Other Advisors
CE Qualified Plan Basics (Coming Soon)
CE Advanced Qualified Plans (Coming Soon)
CE Tutorial on 412i (Coming Soon)
EGTRRA Highlights
Pension Protection Act - Highlights
How to Cross Test New Comparability
DOL 2950 - 404c -1
DOL Interpretive Bulleting 96-1 (404c)
Other CPA CE Credits
 





401k and other Qualified Plans offer Tremendous TAX SAVINGS for Small Businesses - Many small business owners do not realize the tax rules surrounding qualified plan have been dramatically liberalized. Failure to update their qualified plans can cost business owners additional taxes and rob them of the ability to substantially increase their own personal retirement accounts.

Click Below to Discover - What is Possible!

Tax Gifts to Small Business
What is New Comparability?
Actual Case - 83% to Owners
Actual Case - 89% (Safe Harbor)
DASH - Safe Harbor / Bullet Proof Plans
Actual Case - 204% of Salary
Actual Case - One Person 401k
One Person 401k - Explained
Save by Combining Plans
Super-Flex / Ultimate in Plan Flexibility
Actual Super-Flex Case - Med Clinic
Actual Super-Flex Case - 81% to Owners
Actual Super-Flex Case - Family Max
Actual Super-Flex Class Breakdown
Why Use A Group Variable Annuity
Some of Our Investment Managers
404C and Your Liability - Coming soon
Investment Advice for Participants
Why Have a ERISA Lawyer
Roll-In Your IRA
About Plan Loans
Roth IRA Options
Who Does What? - Our Process
The Materials We Need
Employee Census
About our Support Partners
Triple Threat to Your 401k Benefits
How to Retire Tax Free
412i - Maximize Your Deductions
Send Us to Your Accountant
Sign Your CPA Up for Continuing Ed Seminars