Learn how a measured approach to growing your practice can pay off in the long run.
Hypothetical example for illustrative purposes only; not intended to portray an actual investment. Example assumes (1) the addition of one startup and one takeover plan with $2.5 million in assets each year, (2) that each plan has 30 participants and adds $150,000 a year in new plan contributions, and (3) a hypothetical 8% annual growth rate on assets.