Request an Illustration
It’s simple to have an illustration prepared. Here’s how it works:
Step One
Complete the forms below and return via email to Bill@PensionSpecialist.net
or fax to 321.397.0409.
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.
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.
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
The Latest Pension News
Winter 2025: Keep on Talkin’
Winter Newsletter Sneak Peek In this edition, we discuss: Keep On Talkin' Lost but Not Forgotten Which Bond is Best? Upcoming Compliance Deadlines Click on the button below to read the entire article...
Spring 2024: Is Automatic Enrollment Required for Your Plan?
Spring Newsletter Sneak Peek In this edition, we discuss: Is Automatic Enrollment Required for Your Plan? A Refresher on RMDs New Questions on the 2023 Form 5500 Upcoming Compliance Deadlines Click on the button below to read the entire article...
Winter 2024: Components of Defined Contribution Plan Compliance Testing
Winter Newsletter Sneak Peek In this edition, we discuss: Components of Defined Contribution Plan Compliance Testing Does My Plan Need an Audit? 401(k) deferrals: Don't exceed the limit! Reminder: Long-Term, Part-Time Employee Rules Effective January 1, 2024 Upcoming...