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Safe Harbor Plan

Simplifying Compliance, Enhancing Benefits. Our Safe Harbor solutions provide an efficient path to compliance and a rewarding retirement plan for your employees.

Safe Harbor Plan

We’re committed to delivering 401(k) and 403(b) plan management solutions, paired with exceptional service, to ensure your plan runs smoothly.

Navigating the Benefits of Safe Harbor Plans

Safe Harbor 401(k) plans are designed to automatically pass certain IRS non-discrimination tests, ensuring a balanced benefit to all employees regardless of their compensation level. In return for mandatory employer contributions, Safe Harbor plans can offer businesses a streamlined path to providing a robust retirement benefit.

Safeguarding Your Retirement Goals with Prosperity

Our team at Prosperity Financial Group is skilled in designing and managing Safe Harbor 401(k) plans. We’ll guide you through the setup, ensure compliance with IRS rules, and provide ongoing management and employee education, delivering a win-win retirement solution for you and your employees.

You’re in GOOD Company

More than 4,500 employees at over 30 companies save with Prosperity 401(k) Advisors.

401k Resources

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2024 IRS Updates: 401(k), IRA, & More

The Internal Revenue Service (IRS) has announced significant updates for 2024, impacting various retirement plans, including 401(k), Individual Retirement Accounts (IRA), and Roth IRAs. These changes, primarily influenced by cost-of-living

Executive employees

Strategies to Retain Top Corporate Talent

Today’s world is evolving rapidly, making it more challenging than ever to attract and hold onto talented employees, particularly senior management. Here are some strategies that might be beneficial, and

Register for Prosperity Power Hour

Enjoy food and beverages, meet other successful professionals, improve your referral base, and win fun door prizes!

Because of the intimate nature of this event, we’re taking a very limited number of attendees per event. These seats will go fast, so grab one while you can!

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