Good If You...

  • Want to Offer Employees a Way to Save for Retirement With Certain Tax Advantages
  • Prefer Flexibility in Types of Investment Vehicles for Participant
  • Desire to Offer Employer-Matched Contributions


  • Employee Makes Pre-Tax Contributions via Payroll Deduction1
  • Employers Can Also Contribute to Employee Plan
  • Total Annual Contributions Limited1
  • Interest Earnings Tax-Deferred1
401(k) Safe Harbor

Ask About 401(k) Safe Harbor

Provide Flexibility to Employees, While Maximizing Owner Contributions


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1 Consult a qualified tax professional for details.

2 Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not Insured by Any Federal Government Agency • Not a Bank Deposit