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Luckhardt Benefit Consultants ha

Luckhardt Benefit Consultants provides consulting, administration and actuarial services for qualified retirement plans.

http://www.luckhardtbc.com/

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CONTACTS AT LUCKHARDTBC.COM

Luckhardt Benefit Consultants

575 West ●●●●●●●●●enue #103

San●●●osa , CA, 95401

US

707-●●●●0688
no●●●●●●●●●●●●@worldnic.com

View this contact

Luckhardt Benefit Consultants

Luckhardt Benefit Consultants

575 West ●●●●●●●●●enue #103

San●●●osa , CA, 95401

US

707-●●●●0688
do●●●@benefit-insights.com

View this contact

Luckhardt Benefit Consultants

Luckhardt Benefit Consultants

575 West ●●●●●●●●●enue #103

San●●●osa , CA, 95401

US

707-●●●●0688
do●●●@benefit-insights.com

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Luckhardt Benefit Consultants ha | luckhardtbc.com Reviews

https://luckhardtbc.com

Luckhardt Benefit Consultants provides consulting, administration and actuarial services for qualified retirement plans.

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1

Luckhardt Benefit Consultants - Retirement Plans

http://www.luckhardtbc.com/overview.htm

Whether you are a sole proprietor, partnership or a corporation, there are several types of qualified retirement plans that can meet your needs. A retirement plan can serve many purposes, from tax sheltering income to attracting and retaining employees. Here is general information about the most popular types of retirement programs. We will help you choose the plan that is best for you. Click below to learn more about qualified retirement plans. Employer contributions to the plan are tax deductible.

2

Luckhardt Benefit Consultants - Newsletter

http://www.luckhardtbc.com/newsletter.htm

Our newsletter covers topics of interest to retirement plan sponsors and their advisors. Every other month another online newsletter is added to our newsletter library. Click here. To join our mailing list and receive email notification when a new issue of the newsletter has been added to our library. Click the topic below to view the newsletter. DOL Issues New Fiduciary Rule. A Fresh Look at Your Form 5500 Filing. Part-Time Employees in 401(k) Plans. Determining Retirement Plan Compensation. Fiduciary L...

3

Luckhardt Benefit Consultants - Links

http://www.luckhardtbc.com/links.htm

Every plan fiduciary and every person who handles funds must obtain a bond. The minimum bond amount is the greater of $1,000 or 10% of the funds handled with a maximum amount of $1,000,000. However, if a plan holds assets outside a regulated institution such as a bank, insurance company or registered broker-dealer, additional bonding is required in order to avoid a CPA audit of the plan. Information collected directly from you or your advisors. Information collected from documents you provide to us.

4

Luckhardt Benefit Consultants - Annual Limits

http://www.luckhardtbc.com/limits.htm

Each year the U.S. government adjusts the limits for qualified plans and Social Security to reflect cost-of-living adjustments and changes in the law. Many of these limits are based on the "plan year" as defined in the plan document. The elective deferral and catch-up limits are always based on the calendar year. Limits on benefits and contributions:. 401(k), 403(b) and 457 plan elective deferrals. SIMPLE plan elective deferrals. 401(k), 403(b) and 457 plans. Social Security Taxable wage base.

5

Luckhardt Benefit Consultants - Company Profile

http://www.luckhardtbc.com/profile.htm

Luckhardt Benefit Consultants takes the confusion out of plan administration duties and decision making by providing our clients with the consulting and technical expertise they need. We are committed to maintaining effective state-of-the-art computer systems and applications for administrative procedures, which permits us to process our clients’ work more efficiently and ensures the highest standards of quality. Jim and Kassie Luckhardt. 2008-2014 Benefit Insights, Inc.

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Luckhardt Benefit Consultants ha

Luckhardt Benefit Consultants has joined forces with Associated Pension Consultants. If you have any questions please contact APC. You can click on the link below for our website or call Kassie Luckhardt at (707) 578-0688 or APC 866-726-7576. Http:/ www.e-apc.com/. We know the Retirement Business". Over 40 years of Outstanding Service.

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