Not all retirement plans are created equal. In fact, many are made from cookie-cutter plans with limited plan sponsor options – leaving little opportunity to maximize business owners’ contributions and tax deductions.
At Pension Services, Inc., we specialize in design, installation and administration of customized qualified retirement plans tailored to your clients’ specific needs and goals. We research and assess the needs of each employer before we design a retirement plan for their unique circumstances. We take into account variables such as…
- Employee demographics.
- Income levels.
- Cost constraints.
Plans should be reviewed annually to take advantage of changes in the law. We specialize in evaluating modifications to the IRS code, and adjusting plans so they may conform with and benefit from them. Taking full advantage of all current tax laws is a cornerstone of our unique services.