Profit Sharing Plans – Companies or self-employed individuals with variable earnings that want a tax-deferred savings plan and the flexibility to change contributions annually may benefit from a Profit Sharing Plan. Annual variable contributions are limited to 100% of compensation or $40,000, whichever is less (based on the first $200,000 of compensation). Profit Sharing Plans may be paired with Money Purchase Plan to maximize your retirement saving opportunities.

To help you determine if a Profit Sharing Plan is best for your business, we offer complimentary qualified plan proposals and comparisons emphasizing benefits of different plan types and designs.

Our Self-Directed Pension Plans provide you the freedom-of-choice in selecting investments for your account. These include, but are not limited to Investment Real Estate, Limited Partnerships, LLCs, Private Stock as well as the full spectrum of marketable securities.

To find out if a Profit Sharing Plan is right for you or if you would like more information on our Self-Directed Retirement Plan services, please complete the request form below.

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New Profit Sharing Plan Account Package ( # of packages ) Additional Information: Self Directed IRA Personal Trust Estate Planning Record Keeping Custodial Services
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