[Case Study] How A Large Medical Group Doubled Its Tax-Deferred Contributions

How A Large Medical Group Doubled Its Tax-Deferred Contributions

The mid-career physicians were dissatisfied with the quality of a 200-physician medical group’s pension plan.

The retirement committee undertook an external plan-redesign bid process to see if they could increase pre-tax contributions.

Many physicians worried that the current plan did not meet their retirement security needs.

When the committee learned about the Cash Balance option, they knew they had found the answer.

They added a Cash Balance plan and more than doubled tax-deferred contribution amounts for the physicians.

(more…)

[Case Study] How We Helped A Small Business Save $440,000 In Taxes Annually

After 15 years of growing a small business from a garage to a sophisticated operation exporting internationally, four partners set their sights on getting prepared for retirement.

All had invested heavily in growing the firm and felt significantly behind in their retirement savings goals.

An all too common situation.

Our partners at Kravitz added a Cash Balance plan to the 401(k) Profit-sharing plan currently in place.

(more…)

Email Whitelisting

Many e-mail and Internet companies are now using programs to block unwanted e-mail, often called spam. Sometimes, however, these programs block e-mail you want to get.

To Ensure You Are Receiving Your Advisor Bridge Emails Do The Following:
Be sure to add the corresponding Advisor Bridge email addresses to your email white list to ensure the best chance of receiving our content and updates.

A whitelist is a list of accepted items or persons in a set…. a list of e-mail addresses or domain names from which an e-mail blocking program will allow messages to be received.

 

Why is this important?

(more…)