Your small business's 401(k) plan is for your employees. Fortunately, this plan is for you. Download this BOSS Plan allocation limits information sheet to see the additional annual amount of retirement savings a business owner or partner could have. Click here.
The Business Owner’s Special Savings Plan (BOSS Plan) is not an IRS designated plan type. CBIZ RPS uses the name, BOSS Plan, to identify the setup of a Cash Balance Plan in combination with a 401(k) Safe Harbor or Profit Sharing Plan.
CBIZ Retirement Plan Services does not provide legal or tax advice.
CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. (NYSE Listed: CBZ) market investment advisory, third party administration, actuarial and other retirement plan services. Investments and investment advisory services offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services. Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.