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Full-Service Thirdy-Party Administration For Qualified Retirement Plans

Haven’t been saving enough for retirement?  The government recognizes that small-business owners & entrepreneurs don’t always have the resources to take advantage of the tax incentives to save for retirement while they’re growing their businesses. A Defined Benefit Plan is a sanctioned retirement savings vehicle that permits a business owner to make up for lost time, once finally in a position to save.

Any business owner without a retirement plan, or already with a “maxed-out” retirement plan, is a potential candidate for a Defined Benefit plan.   Please click on these links for more detailed information to help assess if a Defined Benefit plan is the correct choice:

Which retirement plan is right for you or your client? 

That’s for an actuary to help determine.  Please contact me and I’ll help you assess the opportunities.