Defined Benefits Services
Unsure what kind of defined benefit plan is right for your company? We work with business owners and investment advisors to determine what makes the most sense by providing a detailed cost benefit analysis
Delivering Strategic Solutions for Companies of All Sizes
If a defined benefit plan makes sense for your company, we'll work with you to design a plan that accomplishes your objectives while maintaining maximum flexibility.
Whether you are looking to jump-start retirement savings, maximize tax benefits, effectuate a company succession strategy, or enhance your estate planning, our team is skilled at finding creative solutions.
Our team reviews the funding requirements each year, provides you with a range of contributions that suit your cash flow and tax needs and looks ahead to proactively determine whether any plan changes are necessary to continue to meet your goals.
What We Do
- Perform analysis to determine whether a defined benefit plan can help meet your objectives
- Conduct comprehensive strategy and plan review sessions
- Review funding requirements each year and proactively look ahead to impact on future cash flow
- Complete thorough non-discrimination and other compliance testing with easy to understand explanations