FPL Capital Management https://www.fplcapital.com/

RETIREMENT PLANS

Flat-Fee, Open Architecture Platform

SCHEDULE STRATEGY SESSION

CEOs & 1099 Physicians

You Face Unique Planning Challenges.

 

$ 125 M

Retirement Plan AUM1

50 +

Retirement Plans1

480 +

Plan Participants1

office

Our Flat-Fee Approach to Retirement Plans

FPLCM’s iQ401k division offers an open architecture retirement plan platform. Save an average of 40% utilizing a flat-fee structure over AUM fees. Plan design features include:

  • Low-Cost Index Funds
  • Asset Allocation Models
  • Self-Directed Brokerage Accounts (SDBAs)
  • Alternative Investment Access
  • Cash Balance Plans
  • Mega Backdoor Roth
  • Loans
  • Complete Plan Portability

LEARN MORE

Flat-Fee, Open Architecture Platform

The Smart Way to Manage Your Retirement Plan

QUALIFIED RETIREMENT PLAN BENEFITS

  • Boost retirement savings: Contribute up to $471,500 to a 401(k) PSP with a Cash Balance Plan.
  • Lower Your Taxable Income: Contributions reduce taxes. Fees qualify as a tax-deductible expense.
  • Protect Savings: ERISA-qualified plans offer unlimited asset protection from creditors, bankruptcy, and civil lawsuits
  • Improve Employee Morale: Retirement benefits attract and incentivize employees.

POPULAR PLAN STRUCTURES

  • Pooled Asset: Cost-effective solution for small practices.
  • Self-Directed Brokerage Accounts (SDBAs): Robust structure providing the ultimate flexibility.
  • Participant Directed Accounts (PDAs): Utilizes the Vanguard Retirement Plan Access™ (VRPA) platform.

CALCULATE YOUR PLAN’S FEE

Robust Retirement Plans Designed for You.

CALCULATE NOW