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Non-Profit Selection Guide
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Not just a retirement plan. A trade secret.
Investment options and fiduciary expertise larger companies enjoy with the personalized service smaller businesses need.
Retirement Plans
401(k) Plans
At Fisher\SMB™ we specialize in tailoring retirement plan solutions to address the unique needs of your company. Our superior investment guidance, do-it-for-you service model, and robust employee education combine to deliver measurably better results — ultimately setting your employees up for a comfortable retirement.
403(b) Plans
At Fisher\SMB™ we understand the unique needs of non-profit organizations, and we specialize in tailoring retirement plans to address each organization’s specific goals. Our superior investment guidance, do-it-for-you service model, and robust employee education combine to deliver measurably better results – ultimately setting your employees up for a comfortable retirement.
Cash Balance Plans
A Cash Balance Plan is a powerful tool that can be used alongside a 401(k) to help high-earning business owners reduce their tax bill by over $150k per year. At Fisher\SMB we specialize in tailoring Cash Balance Plans to address the unique tax needs of high-earning business owners.
Plan selection guide
401(k) vs. 403(b)
The two most common retirement plans for non-profit organizations are 401(k) and 403(b). These plan types are similar but also have some differences. Because non-profit organizations have the option of sponsoring either a 401(k) or a 403(b), we’ve created a guide to help sponsors understand how these plans work and the pros and cons of each.
LEARN mORE
Retirement Plan Case Studies
Safe Harbor
There are many ways to tailor a 401(k) to meet the unique needs of a company. This case study explores adding a Safe Harbor to optimize a 401(k) Plan.
403(b) Plans
Non-profit organizations often face specific obstacles when it comes to retirement plans. This case study explores an example of how avoiding a common 403(b) mistake can set employees up for success.
Cash Balance
This case study explores an example of how a high-earning business owner can leverage the power of a Cash Balance plan to reduce their tax bill by over $150k per year.
Contact Us
One of our 401(k) business specialists would love to talk to you about your company’s retirement plan needs.
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(888) 674-4504
Cash Balance
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Click the button below to begin your download, please contact us if you have any questions.