Bypass annual testing and enable key earners to contribute the maximum with guaranteed employer funds.
A classic, customizable plan balancing tax-deferred savings and flexible employer contributions.
Designed for owner-only businesses, maximize contributions without complex administration.
Empower educators and nonprofits with a tax-advantaged plan designed for their mission-driven goals.
Qualified 401(k) Planner (QKA), Co-Founder, and Traveler.
I'm a 401(k) planner, co-founder of Helm, and lover of travel. When not working on day-to-day operations, I love getting out of Las Vegas. A food-tourist at heart, we enjoy travelling anywhere to dive into their local cuisine. While Las Vegas is homebase (for 30+ years), we spend time in South Korea annually to be with family and eat amazing food all around the beautiful country.
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