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

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Contact Us

Orlando Office

Telephone: 888.412.4120

Miami Office

Telephone: 305.595.5500 x210