Gosh…your clients are distracted. How can we help?

24th May 2022

Hello,

The Dot-com Bubble
The Subprime Mortgage Crisis
The 2020 Stock Market Crash…just to name a few.

We’ve been through it all. And our Plan Design Consultants – with decades of experience helping over 10,000 Advisors and CPAs – are here for you now.

We know your high-income clients are distracted by the markets. How can you keep them on track with their retirement and tax plans? For over 20 years, we’ve helped small business owners and self-employed professionals learn about the tax advantages and flexibility of Defined Benefit and Cash Balance plans.

Clients can feel comfortable with flexible plan options. They include:

Higher contribution limits: These powerful pension plans may allow your clients to contribute more than they currently can into a SEP IRA or 401(k) plan
Built-in flexibility: Clients have the discretion to contribute in some years but not others
Personal 401(k) plan: In certain situations, clients can combine a Defined Benefit plan with a OnePerson(k) to increase contributions and flexibility

Deadlines don’t change because of market volatility. TIME IS RUNNING OUT for clients who need more than a SEP-IRA.

Because of the SECURE Act, there may still be time to set up a Defined Benefit or Cash Balance plan for 2021. But you need to start the conversation now. Want to talk about a prospect or client situation? Call us at (866) 269-2706. We’re happy to help.

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All the best,