services for
business owners

business retirement plans

  • Review of current retirement plan:

    • Plan design

    • Investment options

    • Compliance with Pension Protection Act of 2006
      (PPA – 2006)

    • Unique plan design to maximize tax deferrals for business owner, key employees and participants

  • Design and implement participant education programs

succession planning

  • Evaluate succession planning options:

    • Buy-sell arrangements

    • Key person insurance

    • Employee Stock Ownership Plans (ESOP)

  • Design unique funding strategies for succession planning

> Services for extraordinary accumulators

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