Request an Illustration

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

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Step One

Complete the forms below and return via email to Bill@PensionSpecialist.net
or fax to 321.397.0409.

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Step Two

Upon receipt we will call to discuss the data and get an idea of the presentation you wish to make to the client.

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Step Three

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.

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Step Four

Once the decision is made to move forward, follow the link to Implement a Plan.

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