The employee decides how much money to enter into the 401K plan,
which makes the employee responsible for his or her own future. Any
earnings in your 401K account grow tax deferred. Since earnings are not
taxed until they are withdrawn there are more real dollars working in your
investments.
A typical 401K plan provides the employee with a number of different
investment options, allowing them to be as conservative or as bold with
their savings as they want. Employees also have the ability to "roll over"
or transfer without penalty, their savings if they decide to leave their
current employer for a new job. Employers may provide "matching
funds," meaning the employer puts in a percentage of what the
employee already added to their 401K plan. A typical employer will match
the contribution made by the employee to the 401K plan up to 6% of their
gross income, assuming the employee chooses to contribute that much
into the plan.
Business Insurance
Group Pension Plans
Palomino Insurance Group
Florida Health, Life & Business Insurance
Proudly Serving Florida Since 1986!
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Palomino Insurance Group Corp.
7515 S.W. 32nd Street
Miami, Florida 33155
Miami-Dade County, FL
(305) 267-0000
Fax (305) 267-0004

**The information, pictures, and other content in this website about particular
insurance services is only provided for informational purposes. Any decisions
regarding your insurance needs should be discussed with a licensed
insurance agent.
We are your local Miami, Florida insurance agency, offering comprehensive
group pension plan services to businesses in the following cities and counties:
Coral Gables, Kendall, Richmond Heights, Pinecrest, Howard, Coral Way
Village, Westchester, Westwood Lakes, Brownsville, Sweetwater, Key
Biscayne, North Bay Village, Miami Beach, Miami Springs, Virginia Gardens,
Hialeah, El Portal, Miami Shores, Medley, Indian Creek, Surfside, Bal
Harbour, North Miami, Biscayne Park, Pinewood Park, Opa Locka, Bunche
Park, Hialeah Gardens, Palm Springs North, Carol City, Norland, Ojus, Miami
Lakes, Biscayne Gardens, Hallandale, Sunny Isles Beach, Golden Beach,
Aventura, Uleta, Miramar, Pembroke Pines, North Miami Beach, Hallandale
Beach, Ives Estates, Pembroke Park, Hollywood, Dania Beach, Cooper City,
Davie, West Miami, Weston, Plantation, Playland Isles, Melrose Park,
Lauderhill, Sunrise, Tamarac, Fort Lauderdale, Wilton Manors, Oakland Park,
Lauderdale Lakes, Sea Ranch Lakes, Pompano Beach, Margate, Coral
Springs, North Lauderdale, Lighthouse Point, Hillsboro Beach, Coconut Creek,
Deerfield Beach, Boca Raton, The Hamptons, Highland Beach, Boca West,
Delray Beach, Boca Pointe, Boynton Beach, Lantana, Rainbow Lakes,
Atlantis, Lake Worth, South Palm Beach, Palm Springs, Greenacres,
Wellington, Haverhill, Palm Beach, Golden Lakes, Riviera Beach, Glen Ridge,
West Palm Beach, Lake Park, Royal Palm Beach, Jupiter, Juno Beach, North
Palm Beach, Loxahatchee, Belle Glade, Palm Beach Shores, South Miami,
Cutler Ridge, Princeton, Perrine, Naranja, Homestead, Florida City, Leisure
City, Miami-Dade County, Broward County, Palm Beach County, FL. We also
offer group pension services in the remainder of Florida, including Orlando,
Jacksonville, Lakeland, and the Tampa Bay area.
Florida Business Pension, Profit & Retirement Planning
Employee benefits are an important factor to any business in hiring
and retaining a good work force. Every Florida business needs to
periodically review their employee pension, retirement and profit
sharing benefit plans to ensure that this major expense continues to
offer the highest quality benefits for your employees.
Click on a link below to learn more.
Retirement Plans & Profit Sharing Plans
Profit Sharing Plans - Florida Business
Profit sharing plans offer the most flexibility when
it comes to making contributions. Company
contributions may be determined by a formula
written into your plan or at the discretion of your
board of directors or other governing body.

You can provide that yearly contributions will
equal a certain percentage of profits. If the
company makes no profit, no contribution is
required that year. You can provide that
contributions be made only if profits exceed
specified amounts or you can let your board of
directors review the company's financial position
each year and make plan contributions at its
discretion.
The amount of benefits an employee will receive from a profit sharing
plan depends on several factors. Since most company contributions
are dependent on profitability, a profit sharing plan can be a strong
incentive for employees to perform well. Other factors include the
plan's investment performance, the number of years an employee has
participated in the plan, and the amounts fortified by employees who
leave before becoming entitled to the full value of their accounts.
Profit Sharing Plans include:
Defined Benefit Pension Plans
Savings Incentive Match Plan (SIMPLE)
Simple Employee Pensions (SEP's)
Employee Stock Ownership Plans (ESOP's)
Click on the link below to fill out a secure contact form to receive
additional information on a Profit Sharing Plan that will be right for
your Miami, Florida area business. Or speak with our Business
Employee Benefits Planning Specialist at (305) 267-0000 to discuss
the features.
A retirement plan that allows employees in private companies to
make contributions of pre-tax dollars to a company pool that is then
invested in stocks, bonds, or money markets.
401K
Click on the link below to fill out a secure contact form to receive
additional information on retirement plans that will be right for your
Florida business. Or speak with our Business Employee Benefits
Planning Specialist at (305) 267-0000 to discuss the features.
Because the responsibility of funding the SIMPLE IRA is shared
between the employer and employee, the start-up and maintenance
costs for SIMPLE IRAs are very low compared to qualified plans

SIMPLE IRA
A "Savings Incentive Match Plan for Employees" or SIMPLE IRA is a
retirement plan that may be established by employers, including self-
employed individuals (sole proprietorships and partnerships). A SIMPLE
IRA allows eligible employees to set aside part of their pre-tax
compensation as a contribution to the plan and defer the tax on the
money until it is distributed to them.
Like other employer plans, the SIMPLE IRA allows employers a tax-
deduction for contributions they make to the SIMPLE IRA plan. The
employee's contributions to the SIMPLE IRA are not taxed, but
distributions are taxed. The tax and penalty treatment applicable to
distributions from a SIMPLE IRA is determined by the owner's age at
the time of distribution. Contributions to SIMPLE IRAs are immediately
100% vested, and the owner of the SIMPLE IRA directs the
investments.
Click on the link below to fill out a secure contact form to receive
additional information on a SIMPLE IRA retirement plan that will be right
for your Florida business. Or speak with our Business Employee
Benefits Planning Specialist at (305) 267-0000 to discuss the features.
The SEP is an IRA-based plan to which employers may make tax-
deductible contributions on behalf of eligible employees. The employer is
allowed a tax deduction for plan contributions, which are made to each
eligible employees' SEP IRA on a discretionary basis. Employees do not
pay taxes on SEP contributions, but the contributions are taxed when
the employee receives a distribution from the SEP IRA.

Any employee that is eligible to participate in their employer's SEP plan
must establish a Traditional IRA to which the employer will deposit SEP
contributions. SEP contributions become Traditional IRA assets and are
subject to many of the Traditional IRA rules, including the following:

Any employer with one or more employees may establish a SEP Plan.
This includes sole proprietorships, partnerships, corporations, and non-
profit organizations.

Contributions to SEP IRAs are immediately 100% vested.

SEP or Simplified Employee Pension Plan
Click on the link below to fill out a secure contact form to receive
additional information on a SEP pension plan that will be right for your
Florida business. Or speak with our Business Employee Benefits
Planning Specialist at (305) 267-0000 to discuss the features.
A 403B retirement plan is a retirement plan for civil government,
university, and not-for-profit employees. It has the same
characteristics and benefits of a standard 401K.
403B Retirement Plan (TSA)
Most 403B retirement plans are funded by employee only contributions.
Employee contributions are tax deductible, tax deferred while inside the
plan, and taxable as ordinary income upon distribution.
Contributions to 403B retirement plans generally take one of the following
forms:
3. the employee makes contributions and the employer makes a
matching contribution.
1. only employees make contributions through a salary-reduction
agreement
2. only the employer makes contributions
Every dollar contributed to a 403B retirement plan is tax deferred. Your
gross income is reduced by the amount of contribution to the plan and
this will lower your current federal income tax liability. There is no
current tax within the 403B retirement plan on gains, dividends and
interest income.
Tax deductible contributions can only come from salary deductions
and can only be placed into 403B retirement plans offered through
an employer.
By law, employee investment in a 403B is limited to investing in mutual
funds, variable annuities and fixed annuities. As of 2005, employees
can deduct 100% of salary up to $14,000 and place those funds into a
403B.

A $4000 catch up contribution provision is available for individuals over
50 years of age during 2005. An additional catch-up provision is
available for participants that did not participate in the 403B plan earlier,
and is subject to length of employment rules.
Investing in stocks, bonds, mutual funds and variable annuities
does not guarantee a profit. All of these investments can lose
money. Stocks, bonds, mutual funds and variable annuities are
not FDIC insured.
Click on the link below to fill out a secure contact form to receive
additional information on a 403B retirement plan that will be right for
your Florida business. Or speak with our Business Employee Benefits
Planning Specialist at (305) 267-0000 to discuss the features.
Palomino Insurance Group Corp.
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