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We have 20+ years in designing and implementing pensions plans.
How To Plan
There are 4 parts to a successful pension plan:
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Plan Design: How to maximize the benefit and minimize the cost
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Plan Documentation: Once a plan is designed it must in writing so that all 3 parties to the plan can clearly understand the plan. Those 3 parties are the plan sponsor, plan participants and the IRS.
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Plan Funding: Once a plan is designed & documented it must have a place to put the contributions in such a way to create opportunity & minimize the risk of investment.
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Plan reporting: Every year the Plan is in existence it must file an IRS 5500 or IRS 5500SF.
We provide all of these services in a complete package.
We have practical knowledge and experience in designing employee benefit programs.
We have practical knowledge and experience in risk management.
Our Expertise
This is how we help you make your plan!
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