Benefit Maximizer

In this phase we gather information about your company’s ownership structure, compensation methodology and overall usage of benefits. We address common issues that people face, such as not being able to fully contribute to their current plan, as well as establishing solutions that can allow for tax advantaged savings vehicles for those whose cash flow exceeds 401(k) savings limitations.

We put together a comprehensive tax evaluation showing how efficiently your company is or is not taking advantage of opportunities to minimize tax burden for both the company as well as the plan participants. We do all this while simultaneously working towards maximizing the dollars that actually make it into retirement savings plans.