Profit Sharing

A plan option that can help business owners maximize tax benefits and reward their employees

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Profit Sharing

Profit Sharing is a type of employer contribution that can be utilized within a 401(k) plan to help business owners maximize their tax benefits in the plan.

  • What is Profit Sharing

    Profit sharing plans are a special kind of retirement plan that allow employers to make contributions to employees' accounts based on company profitability.

  • Why Profit Sharing is Important

    Adding a Profit Sharing provision to the 401(k) plan allows the business owner to contribute up to $67,500 per year, compared to only $27,000 with a 401(k) plan alone.

  • How Profit Sharing Works

    There are many options when it comes to Profit Sharing. Fisher is one of America's top advisory firms, and we have deep experience helping business owners set up Profit Sharing strategies tailored to their needs.

Must-See 2-Minute Video

The Power of Profit Sharing

Watch this short video to learn how successful business owners can leverage a Profit Sharing component in their 401(k) to optimize the plan for tax savings.

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Compare Plans

Compare the different types of profit sharing to help determine which might be the best fit for your business.

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Profit Sharing Case Study

See how a business owner can leverage a Profit Sharing component to reduce her 401(k) costs by $51k per year.

Read the case study

Profit Sharing Guide

Learn how to maximize your Profit Sharing Plan to reduce plan costs and capture more tax savings.

Download the guide

Why Work with Fisher

Fisher redefines what it means to be a partner in retirement by providing superior guidance, unparalleled service and simple and easy program administration.

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  • Your Interests First

    Incentive structures that are aligned with your success. No revenue sharing, no kick-backs or commissions. When you do better, we do better.

  • DIFY (Do It For You) Approach

    Our servicing solutions focus on doing everything we can for you. From acting as a single point of contact for your plan to selecting your investments, we provide services that many other advisers can’t or won’t provide.

  • Superior Guidance

    As one of America's top financial advisors, we work with you to build the optimal program and provide ongoing plan and investment guidance to maximize wealth generation.

  • Small Business Expertise

    We specialize in small business retirement plans. As a result, we act as your advocate and have the knowledge, resources and clout to champion your needs.

Schedule your free consultation!

One of our 401(k) business specialists would love to talk to you about your company's retirement plan needs.

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Additional Resources

Articles

  • Tax Strategies for Business Owners

    There’s a huge tax benefit for businesses that no one may have told you about. Some business owners can save up to $100K or more in taxes annually, by using three IRS sanctioned tax strategies

  • Maximize Retirement Savings

    Save big on your personal taxes with a cross-tested profit-sharing plan added to your company's 401(k) plan

  • The Powerful Tax Benefit for Business Owners

    Learn about a powerful strategy that helps business owners optimize their retirement program to save big on taxes.

Case Studies

  • Tax Savings

    Find out how a business owner can save over $111K in taxes annually and turbo-charge her retirement savings.

  • Safe Harbor

    Find out how a business owner increased his personal annual contribution with a Safe Harbor 401(k) Plan.

  • Profit Sharing

    See how one business owner saved over $51,000 a year by switching to a New Comparability Profit Sharing Plan.

Videos

  • Tax Savings

    Watch this short video from a Fisher small business specialist to learn how business owners can use IRS sanctioned strategies to reduce their tax burden and turbo-charge their retirement savings.

  • Cash Balance

    Are you missing out on tax advantaged savings? Watch this short video from a Fisher small business specialist and learn how a Cash Balance Plan may help you.

  • Profit Sharing

    Watch this short video to learn how successful business owners can leverage a Profit Sharing component in their 401(k) to optimize the plan for tax savings.

Guides

  • Tax Savings

    What you need to know to unlock huge savings. This guide features information designed to answer your tax savings questions.

  • Cash Balance

    This guide features helpful information designed to answer your questions about the benefits of a Cash Balance Plan.

  • Profit Sharing

    Learn how to maximize your Profit Sharing Plan to reduce plan costs and capture more tax savings.

Learn how to maximize your Profit Sharing Plan to reduce plan costs and capture more tax savings.
A book cover that reads Profit Sharing Guide