It includes worksheets for projecting contributions and deduction limits for various plan designs. Numerous real-life examples illustrate a practical approach to designing plans for small businesses. Understand the various contribution and deduction limits and how they interact. Avoid embarrassing mistakes in projections by using step-by-step guidance in applying the limits.
Also includes practical worksheets on projecting plan contributions and benefits, along with a sample proposal report, client letters, and marketing aids.
The latest edition includes these new features and coverage: