Safe Harbor Match
Case Study
Meet Caden & Carlie
Caden and Carlie are successful small business owners who wanted to ensure they were offering a very competitive retirement benefit that would allow them as owners and all their employees to maximize their annual savings.
Their vision was to provide a very competitive 401(k) benefit that ensured all of their employees could maximize their personal retirement plan savings.
The Motivation
Caden and Carlie introduced a matching contribution to encourage their employees to prioritize their retirement savings.
Because the business is doing well from a financial perspective it was critical to offer a benefit that allowed the employees to optimize savings and was appealing as a tool for attracting and retaining top talent.
The owners had worked at other companies with poorly designed plans in the past, so they got refunds of 401k deferrals. When starting their own company’s retirement benefit they felt it was important to choose a plan without testing limitations so they could attract and retain the very best talent in the industry.
How It Works
The Impact
Working with Premier Plan Consultants allowed Caden and Carlie to attract new, dynamic employees while retaining their already strong team.
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