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Case Studies
THE CHALLENGE
With a small and growing manufacturing business, two owners, ages 46 and 48, realized they weren’t contributing as much as they wanted toward their retirement efforts. The partners wanted to find a way to contribute significantly more than their Profit Sharing Plan (“PS”).
PlanPerfect immediately noticed two issues facing this company which held the partners back from maximizing their retirement contributions.
1. The current Profit Sharing Plan (“PS”) formula was giving an equal percentage to all eligible employees.
2. The owners were considering adding on a Defined Benefit Pension Plan (“DB”) but weren’t sure if this would work given the owners’ ages.
Retirement Plan Changes
We adjusted the Profit Sharing Plan to a new-comparability formula. By doing this, PlanPerfect actuarially maximized the owners’ contributions and brought the employee cost down.
Second, PlanPerfect recognized that a Defined Benefit Pension Plan could be implemented despite the owners’ doubts about their age. It turns out they were considerably older than their employees.
Retirement Plan Redesign Increased Contributions
This hybrid retirement plan design—a combination of a Defined Benefit Pension and Profit Sharing Plan—substantially increased the amount allocated to the owners when compared to their original stand-alone Profit Sharing Plan. PlanPerfect increased the owners’ tax-deductible contribution to their small manufacturing company and increased their allocation from 24% to over 90% so the owners could better save for their futures.
Results, Return on Investment and Future Plans
By reconfiguring the PS and adding the DB, PlanPerfect was able maximize the owners’ tax deduction, increase their allocation, “superfund” their retirement coffers and manage the employee cost.
PlanPerfect, Inc. is a Third Party Administrator (TPA) that works with all types of industries, providing expert retirement plan design, compliance, administration and record-keeping services. Our partners (CPAs, business managers, owners and financial advisers,) work with us, we believe, because we solve problems, answer questions, and offer creative solutions that provide higher tax-savings potential through the use of Defined Benefit Pension, Profit Sharing, and Safe Harbor 401k Plans.
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10+ Business Case Study Templates in PDF | DOC
A Business Case Study is a bit of substance, distributed by an organization, that traces their prosperity or viability in managing a customer. It’s generally utilized as a bit of advertising content and can be staggeringly valuable since it aides would-be customers see how the office or expert has exceeded expectations before.
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- Business Case Study gives a shared impact. The distributed impact is an enormously significant thing, and contextual analyses are brilliant at satisfying it since they offer the perspective on a client instead of an organization. While it’s an organization that distributes a contextual analysis, the whole thing is devoted to relating a client’s understanding. Direct statements, insights, and more are standard, and these things are incredible for causing would-be customers to see the incentive in an organization.
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Recognize Your Most Ideal Road for Information
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A Business Case Study is a bit of substance, distributed by an organization, that traces their prosperity or viability in managing a customer
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