®
®
EMPLOYER BENEFITS
Rich 408(k)® PENSION PLAN
Copyright 1998
Type
 | The Rich 408(k) Pension Plan incorporates IRC Sections 408(k) and 408A, in addition to the RICHINVESTMENT Program. |
Advantages vs. 401(k)
EMPLOYER
| NO plan ADMINISTRATION ACTIVITY...discrimination testing, actuarial studies, annual reports, loan administration, etc. |
| NO plan ADMINISTRATION EXPENSE |
| Employer contributions are discretionary |
| NO employer "match" requirements |
EMPLOYEE
| Provides increased tax-free income at retirement |
| Contributions maybe withdrawn at anytime without IRS penalties or F.I.T., i.e.: for "shock" medical expenses, etc. |
| Withdrawals...are not required to commence at age 70 1/2...entire amount may be passed through estate tax-free |
APPLICATION
|
Enrich a present 401(k), or |
|
Replace a 401(k), or |
|
De nova plan implementation |
|
For more information or a proposal: E-mail JER@fortunefinancialservices.com
Indiana 1-800-847-2702 Telephone 1-812-378-4444 Fax 1-812-378-4445 |
Security Sales licensed in the State of Indiana
Securities offered through Fortune Financial Services Inc., Member FINRA
1010 3rd Avenue, New Brighton PA 15066 · 724-846-2488
Richardson & Associates Inc. is independent of Fortune Financial Services Inc.
Copyright © 2001 Richardson & Associates Inc. All rights reserved.