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Printable Brochures

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2025 PensionSpecialist Brochure

2025 401k Brochure

2025 SEP vs 401k Brochure

2025 401k FAQ Brochure

2023 Fees for Aggregate Plans

It Takes More Than Willpower Brochure

Tax Credit for Plan Creation, Secure Act 2.0

2025 Profit Sharing Plans Brochure

Cash Balance Plans

Pension Definitions

2025 Defined Benefit Plan FAQ Brochure

2025 SEP-IRA Brochure

2025 SIMPLE_IRA Brochure

2025 Client DB Brochure

Why have Life Insurance in a Qualified Plan?

2025 Owner Only 401k Brochure

2025 Comparing Plan Contributions

DBCB Implementation Timeline

401(k) Implementation Timeline

2025 CPE for CPAs

2025 Backdoor Roth IRA

 

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Orlando Office

Telephone: 888.412.4120

Email: Bill@PensionSpecialist.net