Owner Only Plans
If you don’t have any employees in your business, an Exe(k)utive Plan, our twist on the SoloK or owner-only 401(k), may be the solution. But be aware that ALL types of plans are available to one-person, owner-only small businesses; Profit Sharing & Defined Benefit too! If maximizing tax deductible contributions is the goal, or having ultimate flexibility in investment options is your desire, our expert advice for Owner Only and Self-Directed plans makes sure you are on the right track and taking advantage of the opportunities available to you. For over 30 years, we’ve been guiding our clients to make smart decisions about their retirement plan designs.
Our experienced professionals are here to guide you if you’re in the market for a cost effective owner-only (or owner/spouse) 401(k) plan. This option is great for micro business owners, who can take advantage of certain administrative shortcuts. We provide professional consulting and design even for the smallest of our clients across the country all from our offices in Phoenix, AZ. We recommend these plans for the following reasons:
- Investment flexibility
- Lower fees than traditional 401(k)s
- Reduced administrative requirements
- Rollovers are permitted