Advisors
Ask us About 360° BUNDLED PLUS®
Additional Resources for Benefits Practitioners
The IRS had identified the following transactions involving employee benefit plans as listed transactions:
- Deductions for Excess Life Insurance in a Section 412(i) or Other Defined Benefit Plan
- 401(k) Accelerated Deductions
- Abusive Roth IRA Transactions
Types of Retirement Plans:
Clik the links below for more information on specific Retirement Plans, or CLICK HERE for a full list of Retirement Plans.
- IRA’s (Individual Retirement Arrangements)
- Roth IRAs
- 401(k) Plans
- 403(b) Plans
- SIMPLE IRA Plans (Savings Incentive Match Plans for Employees)
- SEP Plans (Simplified Employee Pension)
- SARSEP Plans (Salary Reduction Simplified Employee Pension)
- Payroll Deduction IRAs
- Profit-Sharing Plans
- Defined Benefit Plans
- Money Purchase Plans
- ESOP’s (Employee Stock Ownership Plans)
Employers
Employers can participate in our on-line enrollment, contributions, loan & distribution approvals, plan limits and more!
Advisors
Advisors have assistance in plan design, plan governance, investment policy and much much more!
Payroll Companies
Payroll Companies have access to payroll feeds and can expand their services with integrated retirement plans and much more.
Participants
Participants will have online account access, you can learn about Distributions, Loans, Calculators, Education and more!