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PENSION PLANNING

We specialize in the development, implementation and management of a full range of qualifed pension plans, including:

  • 401 (K) plans
  • Traditional profit sharing plans
  • Simple IRA's
  • Defined benefit retirement plans
  • Executive retirement plans

We provide complete administration and investment services for these plans, including:

  • Plan design
  • Employee communications and enrollment services
  • A wide range of investment choices
  • IRS-approved plan documents
  • Preparation and filing of IRS 5500 forms
  • Quarterly management reports and participant statements