Custom Plan Design

Retirement plans are nuanced savings vehicles and can be customized using a variety of techniques (including ‘Safe Harbor’ and ‘Cross-Testing’) to achieve specific tax-objectives and employee benefit considerations. NestEggs’ plan design expertise adds qualitative and quantitative value to the operation of a retirement plan.

Generally, plan sponsors are driven by one or both of the following underlying objectives:

  • Maximizing the tax-savings opportunity for the owner(s)
  • Providing a meaningful employee benefit to attract and retain talent

NestEggs’ staff boasts extensive plan design experience which enables us to “build” the most efficient retirement plan solution for your company. We draw on our advanced skill set to strike a balance between tax and/or employee benefit interests, each of which must be considered within the unique context of your business.

 

New to NestEggs?

Are you a business looking for more information about retirement plan options and services?

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Employer Sponsors

Are you an employer who currently sponsors a retirement plan administered by NestEggs?

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Plan Participants

Do you currently have an account with NestEggs?

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Professionals

Are you a CPA, financial or professional advisor?

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Office Locations

Jacksonville, FL
Boston, MA
Burlington, VT

Phone

Florida: 904-348-3131

Burlington: (802)-391-4700

Boston: 978-380-5185

Toll Free: 866-202-4646

Fax: 904-348-3136

 

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All Rights Reserved.