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Local Community Bank:
Customization And Plan Design Options Benefits Key Executives And All Employees

case study 3

A growing community bank had outgrown its SIMPLE plan, which limited annual deferrals and lacked flexibility to meet the distinct needs of base-level employees, key personnel and owners. An overhaul was needed to continue offering a competitive, cost-efficient and tax advantaged plan that could meet the needs of all employees.

Download the Case Study Here