Episode Synopsis "Episode J - Just For You! (Hematologists, 2 owners, 150 employees)"

If you're a business owner and Google "qualified retirement plan", you get over 62million hits - how would you ever be able to figure out which plan is best? We'll do it for you! We take our 25+ years of experience, and let you know what's out there, the pros and cons of each, and why you may want to choose one plan over another. We also discuss using life insurance within the plan to cover part, or all, of a buy/sell for the owners.This episode uses a hematologist's office as a case study, with two owners and 150 employees. This could also apply to any other office with a similar structure - a few owners, a few other highly paid employees, and a lot of rank and file employees having different roles.Interested in seeing a proposal specifically for you and your business? Contact us at  [email protected] - let's see what we can do! 

Listen "Episode J - Just For You! (Hematologists, 2 owners, 150 employees)"

More episodes of the podcast Retirement A to Z

• Episode R: Retirement - what now?
• Episode V - Vesting and Eligibility
• Episode T - Types of Plans
• Episode S - The SECURE Act
• Episode Q - QLACs (Qualified Longevity Annuity Contracts)
• Episode P - Protection
• Episode O - Organizations that can sponsor a plan
• Episode L - Life Insurance in a Qualified Plan
• Episode K - Kids and Other Family Members
• Episode J - Just For You! (Dentist, two owners, 15 employees)
• Episode J - Just For You! (Realtor, one owner, no employees)
• Episode J - Just For You! (Hematologists, 2 owners, 150 employees)
• Episode H - Highly Compensated and Key Employees
• Episode G - Guarantees
• Episode F - Flexibility within a plan
• Episode E - Estate Planning
• Episode D - Distributions
• Episode C - Common Ownership
• Episode B - Business Planning
• Episode A - the ABCs of retirement plans