Daily Value Individual(k): Help Small Business Clients Maximize Retirement Savings
Daily Value Individual(k) is a retirement plan option built for owner-only businesses that want daily valuation and broad investment access. With streamlined administration and an open-architecture investment platform, this 401(k) solution supports a flexible approach to managing investments for owner-only clients.
Key Points
- High Contribution Potential: Individual(k) plans offer one of the highest contribution limits available to owner-only businesses, giving you a powerful option for clients focused on maximizing tax-advantaged savings.
- Plan Flexibility: Investment choice gives you the ability to manage investments directly or select an investment manager.
- Open-Architecture Platform: This platform allows you to build or customize a fund lineup using assets held at Ascensus, giving you flexibility to align the investment menu with your clients’ needs.