Small Business Retirement Plans

Easy to manage plans with growth fueled by tax benefits
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Leverage Strategic Tax Benefits with an Office 401(k) Plan

Offset initial setup costs with significant federal tax credits designed for small businesses, reducing your first few years of administrative expenses. All eligible employer contributions and plan expenses are tax-deductible, creating an immediate reduction in your business’ current taxable income.

CUSTOM PROGRAMS TO FIT YOUR NEEDS

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INDIVIDUAL PLANS
GROUP PLANS

Design a Future-Ready and Flexible 401(k)

Unlike standardized programs, our plans allow you to customize key features, including adopting a Safe Harbor and Profit Sharing Plan. This flexibility ensures your plan can be strategically adapted to your business’ unique cash flow and growth objectives each fiscal year.

Who is a Small Business 401(k) Plan Right For?

This plan is a vehicle for an owner to reduce taxes in the business and concurrently leverage those savings as contributions toward their own retirement. No practice is too small for this type of plan. Our bundled offerings make the process easy while providing an advisor who will manage all aspects of plan set-up, maximize owner benefits, and minimize staff costs.  

Significant Tax
Advantages and Savings

Reduce taxable income with a 401(k) plan through tax credits, tax-deductible contributions, and tax-deferred growth.

Attract and Retain Talent

A crucial component of a competitive employee benefits package, a 401(k) can directly impact the quality and stability of your workforce.

Powerful Retirement Savings Vehicle

Powerful Retirement
Savings Vehicle

For the owner, the 401(k) allows you to contribute both as an employee (salary deferral) and potentially as an employer (match/profit sharing).

Simplicity is Key with Our White Glove Service

Knowing which plan is the right fit doesn’t have to be complicated. Our 401(k) specialist will guide you through the whole process, from plan selection and testing to working with the third-party administrator and compliance.

Gizelle Grace

CWA 401(k) Advisor

Set Up a Complimentary 401(k) Review

Our advisors will walk you through the details—from contribution methods and tax credits to tax savings you qualify for. 
Contact Us

address

17 Cowboys Way
Suite 300
Frisco, TX 75034

Phone

t: 972.233.3323
f: 972.663.3799

hours

Monday through Friday, 8:30 a.m. – 5 p.m.

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