Retirement Savings for Small Business Owners

• Qualified retirement plans such as Cash Balance Plans and Profit Sharing Plans offer significant tax deductible contributions.
   
• We design the retirement plans to accumulate a significant proportion of the benefits to the small business owners.
   
• Plan assets continue to grow tax-deferred until retirement.
   
• Assets in qualified pension plans are generally protected from creditors under ERISA law even if the business goes bankrupt.