Lesson in Qualified Retirement Plans

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A Lesson in Qualified Retirement Plans Since salary alone is often not enough to attract and retain valued employees, how can your business use a qualified retirement plan to enhance its employee benefits package?

Prepared for:

Table of Contents

Page

Ask Yourself...

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TheFact sAr e‌

2

What Is a Qualified Retirement Plan?

3

Qualified Retirement Plan Tax Advantages

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The Power of Tax Qualified Retirement Plans

5

Who Can Establish a Qualified Retirement Plan?

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Types of Qualified Retirement Plans

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Defined Benefit Plans

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Defined Contribution Plans

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Profit Sharing Plans

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401(k) Plans

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The Roth 401(k) Option

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Simplified Employee Pensions

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SIMPLE Retirement Plans

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Qualified Retirement Plan Provisions

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Qualified Retirement Plan Comparison

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Employee Census

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Important Information

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Brought to you by:

Geoff Thompson

Synergistic Life and Estate 5512 W. L awrence Chicago, Il 60630 Office: (800) 320-4192 geob4u@gmail.com http://finsecurity.com/geob4u February 05, 2018


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Lesson in Qualified Retirement Plans by LeadersCorner - Issuu