| We offer exceptional service and years of experience in Retirement Plan design and operation. |
| We offer the complete package! |
| Complete turn-key consulting and administration. Plan Design - Installation of Legal Documents - Board Resolutions - Adoption Agreement - Trust Document - Summary Plan Description Employee Education - Enrollment Meetings every quarter - Plan Materials Fiduciary Responsibility Education Plan Recordkeeping - Quarterly, Semi-Annual, Annual - Compliance Testing - Participant Certificates - Government Reporting Continuous Design/Regulation Review Correspondence with all Advisors Direct Communication with IRS and DOL Actuarial Certification |
- Profit Sharing Plans - New Comparability Profit Sharing Plans - 401(k) Plans - Safe Harbor 401(k) Plans - Defined Benefit Plans -Cash Balance Plans -412(i) Plans -ESOPs - 403(b) Plans ONE OF THESE PLANS IS RIGHT FOR YOU! WE CAN HELP! |
| A Qualified Retirement Plan allows for you and your employees to establish funds for retirement, tax deferred! Plus, all contributions made to the plan by the employer are deductible, including life insurance premiums! SAVE TAXES NOW! ASK US HOW! |
| Here is how to get started..... We offer complimentary plan design! 1.First, request a proposal! Click here for the Proposal Request Form 2. Next, we will provide a number of examples of plans which we think would fit your needs as an employer, and the needs you outlined for your employees, as well. 3. We will provide all the documents and forms to begin the plan for you and your employees plus, we will provide complete employee education. It's as easy as 1, 2, 3!! |
| Every family should plan for their future! Are you providing the best retirement plan for your family and the families of your employees? |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
