Boost Retirement Income with Roth 401(k)

Case Study

Boost Retirement Income with Roth 401(k)

A 30-year-old employee learned how Roth 401(k) contributions could reduce taxes and increase retirement income. With Fisher\SMB’s guidance, she created a strategy that delivered $2MM more income and 89% fewer taxes over her lifetime.

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Additional Resources

Plan Features

Which Profit Sharing Formula Fits Your Business?

This infographic explains the differences in profit sharing plans, pros and cons, and shows how switching formulas can save thousands.

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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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