Implement a Plan

It’s simple to have an illustration prepared. Here’s how it works: 


Step One

The client downloads, completes and signs the 3 pdf forms below. Signs pages 3 and 4 of the pension illustration you wish to implement.  Mail the documents to us with a credit card authorization or check in the amount provided in the fee schedule. 
The installation forms will be drafted and sent via email to you and the client.


Step Two

Schedule a meeting with the client to review and sign the plan documents. Applications for the insurance component of the plan should also be taken at this time.  Be sure to obtain the correct application packages prior to meeting with the client and bring applications for all participants in the plan.


Step Three

Return the signed documents to along with copies of all insurance applications.

Defined Benefit Plans

A pension plan that provides for retirement income that is stated as a percentage of one’s annual earned income.

401[k] Plans

401(k) plans are salary deferral plans. Employees may have a maximum amount deducted from salary and deposited to their account.

Profit Sharing Plan

A Profit Sharing Plan is an employer sponsored retirement plan in which the contributions are made solely by the employer. 

Cash Balance Pension Plans

A cash balance plan is a defined benefit plan that defines the benefit in terms that are more characteristic of a defined contribution plan.

Let’s talk about your retirement plans

The Latest Pension News

Winter 2023: SECURE 2.0 is a GO

Winter Newsletter Sneak Peek In this edition, we discuss SECURE 2.0 (both current and future changes), Year-End Data Requests, and Compliance Deadlines.   Click on the button below to read the entire article...

read more

Fall 2022: Cost of Living Adjustments for 2023

Fall Newsletter Sneak Peek In this edition, we discuss the new IRS Cost of Living Adjustments for 2023, proper plan record storage, new plan year checklist, deadline extension for the CARES Act and SECURE Act Amendments, and important 2022 deadlines. Click on the...

read more

Summer 2022: Form 5500 Insights

Summer Newsletter Sneak Peek In this edition, we discuss Form 5500 insights, the new IRS pre-examination compliance program announced in June, and upcoming compliance deadlines. Click on the button below to read the entire article...

read more

Contact Us

Orlando Office

Telephone: 888.412.4120