As a small and growing company, we were looking to combine top-of-the-line retirement benefits for our team members with significant company tax savings. The expert staff guided us through retirement plan options and selection, and has provided us best-in-class advice since. Additionally, the flexibility in funding options, and specifically the ability to under or over fund part of the plan based on actuary guidance and past contributions and investment performance, provides another lever to simplify closing of the books and optimizing taxes at year end. Having this great plan in place for our team members has brought us peace of mind and allowed us to focus on our clients and growing the business.
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I have worked closely with Dan Harding for about two years. The Thiel Capital/Thiel Macro 401(k) plan I oversee is incredibly complex. Most of the C-level officers participate in alternative investments inside their 401(k) and ROTH 401(k) accounts, and Dan’s product offering, the Combo-K, is way ahead of its time and unlike anything else I’ve seen. Dan is there every step of the way to help put me in a position to succeed.
We have been working with Dan since 2013. Our venture capital firm was investigating pension and tax advantaged plans for our team’s future. In our case, office staff retirement savings needs and the challenges for deferred partner earnings made for a complex approach. Dan and team helped us navigate the decisions needed, structure our plans, and project how the overall platform would benefit us. Over the years, the plan has delivered on our expectations and Dan’s team has continued to keep us within regulations and consult on future opportunities as our team composition changes. I recommend Dan as an expert partner in administering retirement and deferred benefit programs.