• Regular 401(k)
  • Safe Harbor 401(k)
  • Profit Sharing Plan
  • Profit Sharing Plan – New Comparability
  • Defined Benefit Pension Plan
  • Cash Balance Pension Plan
  • Simplified Employee Pension (SEP)

Want to make sure you pick the right retirement plan for you and your employees? We put together a list outlining the benefits and limitations of each type of plan. Take a look!

For more information call Sheree Tallerman at 949-223-8397 or email [email protected]