Exe(k)utive Plans in Phoenix, AZ

If you don’t have any employees in your business, an Exe(k)utive plan, our twist on the solo(k) 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 designs.

Exe(k)utive & Safe Harbor 401(k) Plans

Our experienced professionals are here to guide you if you’re in the market for cost-effective owner-only (or owner/spouse) solo 401(k) plans. 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

Solo 401k Plans

Giving You Greater Control

Fiduciary Advisors, Ltd. (the client does not want the LTD to be all capital) is here to answer all your questions about Defined Benefit or Exe(k)utive plans and any other owner-only option that may make sense for you and your business in Phoenix, Tempe, or Scottsdale, AZ, or anywhere in the US.
Contact us today at 602-864-1012 to learn more about these innovative solo and safe harbor 401(k) plans, plan administration, and defined benefit plans.
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