The Pension Specialist

Learn more about your pension options and the steps to request a personal illustration.

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REQUEST

A Prepared Illustration

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Learn More

About the various types of Pension Plans available

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Choose the Plan

That best fits your specific needs

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Focus on your business

Leave the administration to us.

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Pension Plan
Design Services

Pensions Plan
Installation Services

Annual Pension Plan Administrative Services

Year Established

Combined Years experience

Get the Right plan
and stay the course

Pension Plan Design Services

To ensure that the plan we design is right, we consider:

  • how much the plan should cost
  • how to achieve the greatest tax savings
  • who should participate
  • how benefits can be tailored to meet client objectives
  • applicable pension law

The Latest Pension News

Spring 2021: Retirement Planning is a Team Sport

Spring Newsletter Sneak Peek In this edition, we explore the various players involved with retirement plan administration, mergers and acquisitions and their effect on retirement plans, and the newly issued guidance from the DOL on cybersecurity./p> Click on the...

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Winter 2021: The MEP/PEP Debate: Are We Better Together?

Winter Newsletter Sneak Peek In this edition, we explore multiple employer plans, relief provided under the most recent federal stimulus bill, and proper handling of salary deferral contributions, including DOL COVID-19 relief. Click on the button below to read the...

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Fall 2020: Cost of Living Adjustments for 2021

2021 Cost of Living Adjustments On October 26, 2020, the IRS announced the COST OF LIVING ADJUSTMENTS affecting the dollar limitations for retirement plans. Contribution and benefit increases are intended to allow participant contributions and benefits to keep up with...

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More than 100 years of combined team experience

in the pension and actuarial business

We are in the business of designing and administering qualified retirement plans under the Internal Revenue Code for small business owners and professionals. We provide a wide range of services, including:

 

  • Feasibility Studies
  • Plan Design and Installation
  • Actuarial Services
  • Annual Administration and Testing
  • Annual Reviews
  • Seminars
  • Plan Terminations

Call For More Information:

888-412-4120

Let’s Build your future

Request an illustration.  We’ll review your information and make a presentation for your best options.

What factors should we consider when deciding on a pension plan?

Pension Plan Design Services

To ensure that the plan we design is right, we consider:

  • how much the plan should cost
  • how to achieve the greatest tax savings
  • who should participate
  • how benefits can be tailored to meet client objectives
  • applicable pension law

What installment services do you provide?

Our Pensions Plan Installation Services

To ensure that the plan is installed in the most efficient and convenient manner, we

  • work with our attorneys on plan documents
  • provide announcements for the participants
  • prepare I.R.S. approval forms.

What plan administrative services do you offer?

Annual Pension Plan Administrative Services

To assure that the plan remains on the right course, we

  • remind those involved when it is time to bring the plan documents up-to-date
  • compute new benefit levels each year
  • conduct employee seminars as appropriate
  • provide actuarial services
  • determine and maintain individual participant account records
  • prepare I.R.S., D.O.L. and P.B.G.C. reporting forms
  • prepare benefit statements for each participant
  • process participant terminations and retirements
  • provide information as required
  • consult with those involved on matters of plan operation.

We continue to monitor the plan to ensure its ongoing effectiveness. This includes reviewing new legislation, IRS regulations and rulings, and court decisions.

How do we get started?

Request an illustration
We will evaluate your business and the determine the best pension plan fit for you.

Contact Us

Orlando Office

Telephone: 888.412.4120

Miami Office

Telephone: 305.595.5500 x210