Experience Makes all the difference
With all of the options available to today’s plan sponsors, managing retirement plans for a business or small company can be a daunting prospect. Building a long-term retirement strategy that fits your employees’ needs is a great goal—but how do you achieve it?
We believe that a healthy corporate retirement plan does not simply meet its fiduciary, regulatory and legal requirements. In addition, it should promote the notion of sufficient replacement income in retirement to all plan participants through an active and rigorous program of employee investment education. Our primary objective is to enable all plan participants to retire confidently by producing sufficient lifetime income during their retirement years. Using the corporate retirement plan as a platform, we help plan participants create "paychecks for life".
We make it a Reality
You need a strategic partner who can provide you with up-to-date information on your options and who can put things into perspective. Turn to a professional in retirement plans—a Chartered Retirement Plans Specialist or CRPS® designee. CRPS® designees can provide you with an understanding of how to establish an efficient retirement plan and ensure regular compliance with plan rules. A CRPS® designee can evaluate the financial status of your business and design the optimal plan for your employees.
Get Expert Advice
Get the knowledgeable advice you need on issues such as qualified plans, the eligibility and deductibility of IRA contributions, profit sharing plans, stock bonus plans, 401(k) plans, distribution planning, and much more. A CRPS® designee can also help explain the details of establishing investment policy and objectives as well as the termination of a plan.
Jonathan S. Mack, CRPS®
Account Vice President
Financial Advisor
Chartered Retirement Plans Specialist (CRPS®)
Retirement Plan Consultant
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508-831-1024