Kentucky Trust Company
Retirement Plan Consultants
Hochheiser Deutsch & Co, Inc.
Plumbers Local Union No. 1 Benefit Funds
ERISA Services, Inc.
Trucker Huss, A Professional Corporation
Loren D. Stark Company
RTD Financial Advisors
Carpenter Morse Group
Nicholas Pension Consultants
Bates & Company
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|Case Study: Comparing Defined Contribution Plan Designs|
Retirement Management Services, LLC
Jan. 5, 2021
"The owner was willing to spend on staff an amount equal to 5.0% of their total combined payroll. In this case, a cross-tested plan with 401(k) safe-harbor features was the best design. The results show the differences that can be obtained from various plan designs. The best design for any given situation will vary depending on employee ages and salaries, as well as company objectives."
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