AICPA Firm-Based Retirement For Firms 


Your Firm Will Enjoy a Long List of Plan Benefits

The AICPA Firm-based Retirement Plan offers a comprehensive, affordable, and easy to manage program. Take a moment to consider all the plan includes:

Investment
Flexibility
Plan Expertise &
Convenience
Fiduciary
Support
Enhanced
Services
Affordable Pricing & Satisfaction Guarantee
Select from over 9,000, low cost and institutional share class investment options.

Select from more than 200 families.

Including Dimensional Funds (DFA), Vanguard, Fidelity and many other low cost options.
Experience fast, simple, and customized plan set up. In most cases, right in your office.

Retain and continue to work with your existing financial advisor.
Maximize fiduciary protection with national and local 3(38) and 3(21) fiduciary providers, or use your own.

Virtually eliminate administrative tasks and exposure with 3(16) administrative fiduciary options.
Enjoy FREE payroll processing, including direct deposit, Taxpay, on-demand reports, and much more.

Experience seamless payroll integration and auto-deductions.
Benefit from significantly reduced pricing exclusively for AICPA firm members.

Rest assured with a six-month, money-back satisfaction guarantee.

Why a 401(k) is the Smart Choice for EVERYONE

A 401(k) plan represents one of the most sound retirement options—with the ability to contribute more throughout the year than other plans. Consider the following example:

Maximum Salary Deferral: $18,000
Catch-up Contribution: $6,000
Matching and/or
Profit Sharing Contributions:
$36,000

Total Annual Contribution = $60,000
*50 year old making $144,000

SIMPLE vs. Safe Plan Comparison Chart



Example is based on 2017 IRS contribution limits.

More Reasons Why 401(k) Makes Sense:

  • Up to a $500 annual tax credit for 3 years for qualifying firms
  • Profit Share component is built in with options to maximize employer amounts
  • Low cost ?? Options to help to keep more of your ???
  • Emergency access via loans
  • Customized vesting schedules and eligibility options to address your firm's specific objectives
  • Allows both pretax and post-tax (ROTH) contributions, regardless of income
  • Protected from creditors in every state

For more information about the program:




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