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Corporate Retirement Plan Solution

What’s important to you, and can you have it?

Success May Be Defined in a Variety of Ways

  • Participant readiness
    • Your employees understand the plan and how to use it (and they actually do use it!)
    • Participants reach retirement with as much saved away as can reasonably be expected
  • Tax benefits
    • You and/or your business benefit from incentives
    • Contributions to employees and benefit costs get easier
  • Targeted contributions
    • Employer contributions go where you want
    • Shared by all, or directed toward those employees who add the most value (including owners and directors)
  • Ease of use
    • You know what's coming and avoid unpleasant surprises (like failed tests)
  • Any combination of the above
    • You don't necessarily have to pick one -- they may work together nicely

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 303-984-9000