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Plan Sponsor Newsletter: Plan Design Considerations

Is your retirement plan design helping owners and employees thrive? With the right tools, you can boost savings, implement tax strategies, stay competitive, and create a workplace that motivates. Dive into these key strategies to elevate your plan design.

  • 5 Tax Strategies for Business Owners
  • New Comparability Plans
  • Is it Time to Consider a Cash Balance Plan?

Read the full newsletter now

PENSION PLAN SPECIALISTS, PC

805 Broadway, Suite 600

Vancouver, WA 98660

360-694-8409

pensionplanspecialists.com

info@TPAteam.com

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements; you should consult your attorney or tax advisor for guidance on your specific situation.

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