If you do not have a retirement plan, or even if you do have an existing plan, you need to review the new plans created by recent tax law changes available for small business owners. Retirement plans are more flexible and appealing than ever before, and there are numerous plan designs to choose from.

Retirement plans today may allow you, as the small business owner, to receive 60%, 70%, or even more of the deductible business contribution. In such cases, it could be costing you money not having a plan!

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The Choices

Beckett Financial Group can offer a variety of plans to structure a retirement program to fit your needs, including:

  • 412 (e)(3) Defined Benefit Plans
  • Traditional Defined Benefit Plans
  • New Comparability Profit Sharing Plans
  • 401(k) Plans (including Safe Harbor plans)
  • 401(k) Owner Only Plans
  • 403(b)for Nonprofits and More!

And More

Once you have chosen the type of plan, you can choose the plan features that meet your specific requirements. These features include, but are not limited to:

  • Eligibility Requirements
  • Vesting Schedules
  • Loan Provisions

A Customized Opportunity

Let us help you find a variation of these plan designs that could help you convert current taxes to assets, defer tax payments, and generate the retirement income you desire.

Innovative designs can be structured for either a new retirement program or a takeover of an existing plan. To complement this plan design package, We offer a full administrative package, customer focused service, technology support, and a wide range of funding options.