The No. 1 Overlooked Employer Retirement Plan

Steve Savant

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The most popular employer sponsored retirement plan is a 401(k). But a 401(k) can be tax and cost inefficient with most plans funded by market-exposed products. A fully insured, defined benefit plan under 412(e)(3) can provide safety, low plan expenses, and it is more tax efficient. Nationally recognized 412(e)(3) expert Nick Paleveda, MBA, J.D., is interviewed on Steve Savant’s Money, the Name of the Game. Nick explains why this plan may be a better deal than traditional 401(k)s. Nick argued before the U.S. Supreme Court just before recording the series.

The No. 1 Overlooked Employer Retirement Plan - YouTube
 
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