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- An easy to use, off-the-shelf defined benefit retirement plan program
- A great way for clients to reduce income taxes and save for retirement on a tax-deferred basis
- Ideal for clients over 45 years of age who have high earned income and are self-employed or small business owners with 1-5 employees including the employer
- Simple to establish with a one-page Adoption Agreement, prototype plan document and pre-set forms
- An IRS-approved qualified plan allowing clients who qualify to contribute as much as $100,000 or more annually for the life of the plan
- Supported by Retirement Plan Specialists to answer questions from Financial Advisors and clients
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