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Compass Retirement Consulting Services

Compass

RETIREMENT CONSULTING GROUP

Retirement Plan Services We Offer

CRCG offers the entire spectrum of defined benefit and defined contribution retirement plans, including:
401(k) and 403(b) (Traditional and Roth), profit sharing, cash balance, and safe harbor plans.
Below is a quick summary of plan types and their benefits.

Traditional 401(k) Plan

  • Employee Contributions Permitted
  • Discretionary Matching Contributions
  • Discretionary Profit Sharing
  • Up to 1 Year Eligibility Period

Safe Harbor 401(k) Plan

  • Same as Traditional 401k Plans
  • Fewer compliance requirements
  • Employees can contribute up to $17,000
  • Permit Discretionary Contributions

403(b) Plans

  • Established for Tax Exempt Organizations
  • Same Contribution Limits as a 401(k)
Defined Benefit and Contribution Retirement Planning

Traditional Profit Sharing

  • Discretionary Employer Contributions
  • Unlimited Investment Choices
  • Vesting Schedules

New Comparability Plan

  • Maximizes Contributions for select employees
  • Up to $60,000 per employee
  • Discretionary Contributions
  • Vesting Schedules

Defined Benefit Plan

  • Accelerate savings
  • Maximize Tax Deductions
  • Contributions of $100,000 or more
  • Provides Defined income stream upon Retirement
  • Can have lump sum payout option

Cash Balance Plans

  • Same Benefits as a Defined Benefit Plan
  • Added flexibility with less complexity

Headquarters

118 Portsmouth Avenue, Suite A2
Stratham, New Hampshire 03885-2487

603.778.9920

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