• Plan administration services and fees.
  • Using Ohio National's full service administration services.
• The contract being recommended and contract features.
• How the Safe Harbor 401(k) can provide employees an attractive way to save for retirement, while adding the Integrated Profit Sharing Plan allows the partners to put away the maximum amount possible.

Since there was never any doubt that Elliot Jacobs and Samuel Lofgren wanted to adopt a retirement plan, the proposal was the tool that helped the partners see how the Safe Harbor 401(k) Plan could meet their various needs and expectations. So, they have agreed to move ahead with the plan installation process.