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Company Retirement Plans

401(k) Plans are not reserved for just large businesses, they are for any sized business.  Introducing the 401(k) Plan brought to you by DayBright Financial

Employee Retention

Employers across most industries offer competitive benefits packages. Would deploying a Company Retirement Plan be a competitive move to talent retention?

Financial Incentives

Participants have a number of benefits and rights with the plan provided to them under ERISA.  A number of these allow participants access to loans, and tax-friendly ways to perform a qualified withdrawal if they need it.  Owners and employees benefit equally.

Style your Benefits

Determine a range of employer contribution matching or vesting requirements.  Features such as Automatic Enrollment, PCRA, and hybrid Defined Benefit Plans.

Dedicated Advice

Having AnalyticEdge Finance as the Financial Advisor to the retirement plan, participants will be informed of their rights and options.  Engagement for financial planning services is provided as Financial Wellness and is a company benefit to offer employees.

Safe Harbor Plans

Compliance and Administration of company retirement plans is best performed by accredited professionals.  A safe-harbor design through a bundled service provider allows the business to economically sponsor a plan.

Tax Credits

Companies establishing their very first 401(k) plan may qualify for tax credits to offset plan expenses.  AnalyticEdge Finance can coordinate with your tax accountant or attorney regarding your company sponsored plan. 

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