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Resources

Sponsor Solutions

Informative and useful information for plan sponsors
 

Plan Information

Detailed information on Retirement Plans
 

Industry Links

Industry and Government Links
 

 


Sponsor Solutions

Obtain ERISA Bonding Quotes

Retirement Plan Comparison Chart

ERISA Bonding Requirements

Third Party Administrator/Recordkeeper

Financial calculators

Blog

Request a Quote

Interactive Demo


Plan Information

Safe Harbor Contributions

Retirement Planning Limits

Cash Balance Plan

New Comparability Profit Sharing Contribution

Retirement Plan Limits


Industry Links

Internal Revenue Service
www.irs.gov

Department of Labor
www.dol.gov/ebsa

Social Security Administration
www.ssa.gov

National Institute of Pension Administrators
www.nipa.org

American Society of Pension Professional & Actuaries
www.asppa.org

Locations

OHIO

5521 Mayfield Rd.
Lyndhurst, Ohio 44124

COLORADO
1800 Glenarm Place, Suite 900
Denver, CO 80202

FLORIDA
6245 N Federal Hwy, Suite 411
Ft. Lauderdale, FL 33008

 

Contact Info

Telephone: 330.867.6900
Fax: 330.867.1174

 

Get in Touch

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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