Maner Wealth: Making Employee Benefit Plans Work Better for Everyone

Golf. Travel. Cottages by a lake. Grandkids.
When you manage retirement plans, you’re responsible for the dreams of all your employees and participants.
I recently sat down with two clients who are 50/50 partners in a manufacturing business. These two had very different opinions on their
company’s 401(k) offering.
One thought it was fine the way it was, the other was open to improvement.

While three other financial advisors had already approached the pair about making a switch, Maner Wealth presented them with an approach no
one had before.
I advised them that instead of paying out large bonuses, they should switch to a profit-sharing plan. New comparability rules can help the two partners maximize their own contributions, while also allowing for greater contributions to the plans of their employees.

Our complimentary 401k retirement Plan review gives us a chance to look at your plan to make sure you’re getting the most value out its administration and investment options. And it means you get to ensure you fulfill your promise to your team to help grow and protect their dreams. To get started, simply visit www.manercpa.com and schedule a time.
It’s that easy.