Who is Webster Planning Corporation?
We are a full-service pension firm providing personal service and custom benefit plans to business owners large and small. We provide 401k, Profit Sharing, Cafeteria, and Defined Benefit plans. We have been based in Northern California since 1971. Specializing in plan installation, custom designs, and administration, Webster Planning Corporation gives you "Qualified Retirement Plans" --the most generous type of tax advantage. Plans are prepared on a "signature ready basis" for ease and are tailored to meet your specific needs.

Use the contact button above to get in touch with Webster Planning Corporation. A real person will contact you as soon as possible and provide you with personalized service. Let the specialists at Webster Planning Corporation take care of the details for you.
What services are available?
  • Plan Proposals
  • Plan Design and Installation
  • Complex Plan Designs
    1. Age Weighted
    2. Cross-Tested
    3. Favor Highly-Compensated or Key Employees
  • Administration
    1. Documents
    2. Form 5500
    3. Testing
    4. Annual/Quarterly
  • Section 125 Plans(Cafeteria Plan)
    1. Documents
    2. Testing
Why a retirement plan?
A Qualified Retirement Plan is the easiest way to ensure tax-sheltered earnings, immediate tax deductions, employee satisfaction and retirement security. Our Qualified staff will personally help you navigate your way to a successful financial future.
...Advantages to the employer
  • Rapid fund growth through tax-sheltering
  • Valuble compensation incentive for retaining and rewarding employees
  • Contributions are 100% deductible
  • Investment control at your discretion
Advantages to the employee...
  • Tax-sheltered earnings
  • Lifetime Benefits at retirement
  • Supplement Social Security
  • Favored tax distribution
-News Flash
Deposit date for 401(k) Deferrals
2/28/2008  -  The DOL announced today that it is proposing an amendment to participant contribution rules of small plans (under 100 participants). The amendment would provide a safe harbor period under which amounts deposited to the plan within seven business days of withholding would be deemed to be in compliance. For Employers that have been using the 15 day rule, we would advise that you make the necessary changes immediately to fall within the 7 days period.
2008 Limits
11/2/2006  -  New 2008 Limits have been released! See Policies for the most up-to-date information! Link to Policies
DOL issues USERRA Notice Final Regulations January 18, 2006
1/19/2006  -  The DOL has issued final regulations on the USERRA Notice. Did you know that Employers MUST provide notice?Link to the DOL to download the newest poster text in order to be in technical compliance with the final regulations.
Bond Coverage
11/17/2005  -  Did you know your plan must be covered by a Fidelity Bond in the amount of 10% of the plan assets? Contact us for more information!
Loan Interest
11/17/2005  -  Loan Interest Rate for June 2008 is 3.84%
Deduct OTC Medicines
9/27/2005  -  Did you know that Over the Counter (OTC) medicines can be deducted in your Flex plan? Link to Cafeteria

401k . Profit Sharing . Cafeteria . Defined Benefit . Newsletter . Policies . Links . Contact

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