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Creating a Supercharged Defined Benefit Plan

Creating a Supercharged Defined Benefit Plan

An Intac/FuturePlan case study View this Case Study as a PDF SUMMARY An independent IT consultant sought to maximize retirement savings and tax deductions beyond the limits of a standard retirement plan. Intac/FuturePlan designed a strategic combination of a Defined...
Automatic Enrollment is on the Rise

Automatic Enrollment is on the Rise

Every retirement plan design begins with a study of a company’s payroll. It’s the essential information that drives thinking around how to optimize tax and savings potential for both business owners and their employees. Once a plan is installed, we rely on payroll...