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    401(k) Plans

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    Defined Benefit

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    Profit Sharing

    •  Next Level Profit Sharing

    Advisor Services Fee Schedules

    • Defined Benefit/Cash Balance Plans
    • Fully Insured Defined Benefit Plans
    • Profit Sharing Plans
    • 401(k)/403(b) Plans

    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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