For more than 60 years Profit and Pension Planners has been providing valued clients with first-class pension-planning services.
We help you find the right plan for your company and employees.
We work with you, step by step, to set up the chosen plan.
We administer the plan going forward.
We monitor changes in the Internal Revenue Code to ensure that your pension plan stays current and that you and your professionals are getting the most from your investment.
With unbeatable experience and expertise within the industry, we offer a first-class range of services and focus on all types of qualified pension plans. And we provide you with the best plan advisors, the best consultants, the best protectors of your pension plan.
Whether you are looking for a defined benefit plan or a defined contribution plan the options are many and varied and we can help you find the right Qualified Plan for your unique business.
Qualified Plans include:
• Profit Sharing
• Cash Balance
• Safe Harbor
• Money Purchase
• Employee Stock Ownership
• Simplified Employee Pension
• Savings Incentive Match Plan for Employees
When it comes to pension and retirement plans it’s all too easy to go it alone and get it wrong. When you work with Profit and Pension Planners you are supported by the best team in the pension industry and you will get the best advice there is.
Getting the right pension plan for your employees is a huge bonus for them and an immense benefit to your company.