Which Profit Sharing Formula Fits Your Business?

Case Study

Which Profit Sharing Formula Fits Your Business?

Pro-Rata, New Comparability, Age-Weighted, or Integrated? This infographic explains the differences, pros and cons, and shows how switching formulas can save thousands while maximizing owner contributions.

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Additional Resources

Plan Features

Understanding Government Retirement Plans

From 401(a), 403(b), and 457(b) this chart breaks down contribution limits, tax treatment, plan types, and plan management features—so you can choose the best retirement plan for your organization.

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Boost Participation with Auto Enrollment

A company struggled with low 401(k) participation and compliance issues. Learn how adding auto enrollment and escalation features impacted their plan.

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The 5 Most Common 401(k) Investments

Learn the 5 most common 401(k) investments—index funds, target date funds, bonds, stocks, and cash—explained in simple terms to help business owners and employees make smarter retirement choices.

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