Retirement
plans are set up by an employer for the welfare of their
employees. Plans can either be funded by the employer,
the employee or both. Those plans that qualify for favorable
income tax treatment are referred to as 'qualified'
plans. Examples include, pension plans, SIMPLE IRAs,
SEPs, Defined Contribution plans, Profit Sharing and
401(k) plans. We are very familiar with the laws and
requirements for qualified retirement plans and the
relative merits of each plan. We look to your goals
in recommending a particular plan or combination of
plans to meet your requirements. You can count on us
to help find the best providers and manage the details on
your behalf or your employees' behalf.
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