Purpose
The founding purpose was, and still is, for Employers to have access to independent, non-conflicted consulting advice for their sponsored employee retirement plans.
Guiding Your Retirement Plan Strategy with Expert Consulting Advice and Trustworthy Insights Read More
Elevating Your Investment Strategy with Expert Advisory Services and Informed Decision-Making Read More
Maximizing Your Investment Potential: Empowering Investors with Supplemental Guidance and Valuable Insights Read More
The founding purpose was, and still is, for Employers to have access to independent, non-conflicted consulting advice for their sponsored employee retirement plans.
The mission is the Plan Sponsor’s side of responsibility equation, and having a successful path to simplifing recurring and non-recurring compliant plan administration.
Two mutual goals are minimizing the ‘oops’ factor for Employers and maximizing the retirement outcomes for Participants.
401(k) / 403(b)
$23,000
457(b)(2) / 457(c )(1)
$23,000
414(v) EGTRRA Catch-Up
$7,500
415(c ) DC Annual Addition
$69,000
401(a)(17) Compensation
$345,000
Taxable Wage Base
$168,600
414(q) Highly Compensated
$155,000