401(k) Plans
How We Can Help
A 401(k) Plan is an employer-sponsored plan allowing employees to save with pre or post tax contributions providing owners and employees with tax efficiencies while funding for their retirement.
401(k) plans can include: Traditional pre-tax contributions, designated Roth contributions and a multitude of employer matching options.
Traditional 401(k) Contributions
A Traditional 401(k) Plan allows eligible employees to save with pre-tax elective deferrals through payroll deductions.
Designated Roth
An employee can contribute on a post tax basis without income limitations to a Roth Designated account for a tax free distribution at retirement.
Employer Matching
Incentive based matching, safe harbor, or a variety of discretionary matching formulas can be created to meet your corporate culture.
Benefits of 401(k) Plans
Employer contributions are not required but employers may make discretionary matching contributions.
Employee participation is optional.
Employees are able to reduce their taxable income while saving for their retirement.
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(317) 207-0351
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11650 Olio Rd
Suite 1000-286
Fishers IN 46037