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