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  • Writer's pictureJordan Cross

Plan Design Matrix

We often hear from business owners that they didn’t realize how many different retirement plans were available. Then once their financial or tax adviser informed them on their options, they were very happy with the tax dedications and enhanced savings.

Whether your client is looking to pivot out of CalSavers or leave a SIMPLE or enhance their wealth accumulation and corporate deduction goals, choosing the right or next retirement plan can be tricky.

Check out our handy Plan Design Matrix to help simplify the Retirement Plan landscape for your clients and begin conversations around planning for long-term success - from CalSavers to Cash Balance Defined Benefit Plans!

That’s why CrossPlans is here — we help businesses identify opportunities and choose a qualified solution perfect for their needs today — and into the future!


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