Supercharge a 401(k) by Adding a DB Plan
Adding a Cash Balance or Traditional Defined Benefit Pension Plan to an existing 401(k) Plan could add $200,000 or more in annual contributions to your client’s or prospect’s existing retirement program.
Retirement Plan Design for Professional Practices
Successful medical, law and other professional practices tend to remain profitable during economic downturns and remain good candidates for plan designs that target owners with high annual contributions.
Using CPE to Strengthen CPA Relationships
CPAs can be an excellent referral source. Offering CPE programs is an opportunity to deepen an existing relationship, or to develop new CPA relationships.
Prospecting Owner-only Businesses
Successful owner-only businesses are an often overlooked segment of the retirement plan market. For example, an Owner DB™ may have annual contributions of up to $200,000!