Broker Check


Annual Reviews often identify additional strategic retirement or benefit planning solutions. Depending on an employer fact pattern the following discussions may be appropriate, but completely outside of the scope of their current advisor or retirement plan recordkeeper.

New Comparability or Advanced Profit Sharing alternatives to compliantly benefit leadership, ownership or key employees.

Cash Balance Planning to allow qualified deferrals in excess of the defined contribution plan limits.

Integrating retirement plan strategies into business owner succession, estate or personal planning.

Complimentary deferral strategies such as non-qualified deferred compensation, 457b or 457f.

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