For small businesses I offer Advisory Services for Qualified Retirement Plans:

  • 401(k) Plans
  • Defined Benefit Plans
  • Profit-Sharing Plans

I offer several different platforms and help you uncover which is best to suite your business and personal needs. The current platforms that I work with are:

  • John Hancock Retirement Plan Services
  • EPIC Retirement Plan Services (Custodian is Charles Schwab)
  • ADP Retirement Services

For small business owners looking to maximize their Qualified Plan Design as a tax structure there are additional strategies that can be explored. If you are curious whether you can take advantage of advanced strategies to improve your tax planning and tax efficiency, don’t hesitate to ask me to perform a free-analysis for you.