Request an Illustration
It’s simple to have an illustration prepared. Here’s how it works:
Upon receipt we will call to discuss the data and get an idea of the presentation you wish to make to the client.
We will prepare the illustration and make the presentation using our online presentation/conference call software –Microsoft Teams. We suggest you, the client, the client’s CPA and anyone else necessary to make a decision be present for the presentation/conference call.
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 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
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...
Winter Newsletter Sneak Peek In this edition, we discuss important 2022 deadlines, including Cycle 3 restatements, 401(k) plans for long-term part-time employees, and navigating the labyrinth of required minimum distributions.. Click on the button below to read the...
Fall Newsletter Sneak Peek In this edition, we discuss retirement plan distribution fraud and the new contribution limits for 2022. Click on the button below to read the entire article...