Defined Benefit Plans
for High Income Earners
Defined Benefit plans allows the highest deductible contributions of any retirement plan. Current IRS regulation allows you to fund 100% of compensation limited to $220,000.
Our longstanding and trusted relationships with providers of qualified plans, executive benefit plans, and insurance products give us access to a wide range of options, as well as a thorough understanding of how to apply those options appropriately in each client scenario.
Our partnership with SENSEX Group allows us to offer 30 years of Retirement plan design experience. This includes:
Understand how plan-related laws have changed over the years and how these changes impact retirement plan design in each client case.
Know how to leverage current regulations to deliver a retirement plan that’s structured to address our client’s retirement needs
Offer access to a wide array of retirement products and solutions to allow our clients to make the best decision.