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Downloads

Combination Plan Installation Kits

  • Cash Balance & 401(k) Combo Installation Kit
  • Fully Insured & 401(k) Combo Installation Kit
  • Defined Benefit & 401(k) Combo Installation Kit
  • Cash Balance & Micro(k)® Installation Kit
  • Defined Benefit & Micro(k)® Combo Installation Kit

Stand Alone Plan Installation Kits

  • Qualified Plan Installation Kit
  • Cash Balance Stand Alone Installation Kit
  • Fully Insured Stand Alone Installation Kit
  • Micro(k)® Installation Kit
  • Non-Qualified Installation Kit

401(k) Plans

  • Safe Harbor
  • DASH
  • Micro(k)

Defined Benefit

  • Cash Balance
  • Fully Insured
  • Classic Defined Benefit

Profit Sharing

  •  Next Level Profit Sharing

Questions & Answers

Fundamentals

Q: What are the benefits of an employer-sponsored retirement plan?

Q: What do I need to sponsor a retirement plan?

Q: I am Self Employed. What is My Income for Qualified Plan Purposes?

Adopting a Plan

Q: When Do I Need To Establish A Retirement Plan?

Q: Can I Sponsor More than One Retirement Plan?

Q: Should I Get an Employer Identification Number from the IRS?

Funding a Plan

Q: How is My 401(k) Plan’s Mutual Fund Platform Priced?

Q: How is My 401(k) Plan’s Group Variable Annuity Priced?

Qualified Life Insurance 

Q: How Much Life Insurance Can I Buy In My Retirement Plan?

Q: What Tax Issues Must I Understand Regarding Life Insurance in Retirement Plans?

Which Plan is Right For You?
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Security Administrators, Inc. • 100 Court St. • Binghamton, NY 13901 • 1-877-SAI-BING (724-2464)
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This website is intended for general information purposes or to support the promotion or marketing of the Company's products and services and does not constitute legal or tax advice. This publication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code or any other applicable tax law. The information provided is intended to be general in nature; and visitors to the Website are strongly encouraged to consult their own professional tax, accounting and legal advisors on individual tax matters.