Strategic Slicing (Cross-Testing)

You take 100% of the risk. Your retirement plan should reflect that.

Many business owners feel guilty about wanting to save more for themselves than their employees. But the math of retirement requires different strategies for different life stages.

You can be a generous employer AND an optimized saver through 'Strategic Slicing':

Cross-Testing: Use actuarial math to justify higher owner contributions legally.
New Comparability: Design tiers that reward long-term or high-impact team members.
Owner Optimization: Maximize your personal tax shield while staying fully compliant.

Equity doesn't always mean 'equal percentages.'

Watch the full podcast episode for more details: https://youtu.be/vRb0EC9I6UQ

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DISCLAIMER: This content is for educational purposes only and should not be considered personalized financial advice. Always consult with a qualified financial professional before making financial decisions.

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