Pension Advisory Services
Our first goal is to meet the needs and objectives of the employer. We recognize that each employer has specific needs, ranging from a plan designed as an employee benefit to a plan designed to maximize contributions for the owners of the company. We have the ability to evaluate and compare various plan designs and provide the owners of the company with innovative options to maximize the owners’ contributions and tax deductions.
One of the main considerations for implementing a retirement plan is the ability to accumulate pretax benefits for your retirement. Contributions to a retirement plan are contributed on a pretax basis and are only taxed when they are withdrawn.
Retirement plan services include:
- Plan analysis and feasibility study
- Plan design, implementation, and drafting of the Scheme Rules & Special Rules
- Defined Contribution plan record keeping and administration
- Defined Benefit plan services
- Annual compliance testing and government reporting
- Consulting services
- Employee education meetings
- Tier 2 and Tier 3 Contribution calculations
