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Have you Ever Reviewed Your Corporate Retirement Plan?

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A thorough review of your small business pension plan is crucial to ensure it meets the needs of both your business and your employees. Regular reviews help maintain compliance, optimize benefits, and align the plan with your long-term business goals. Here’s an in-depth look at why these reviews are essential and what factors to consider.

Already Have A Retirement Plan? 

How Satisfied Are You With The:

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  • The Fees and Administrative Costs?

  • The Safety & Potential of Your Investment Options?

  • Do You Have an Executive Plan (Carve Out) that provides the greatest flexibility?

  • Has your plan been reviewed after the recent tax law changes liberalizing the rules for business owners and senior executives?

  • Do you have a Tax-Free Retirement Option for your Executives & Key Personnel?

No-Cost Retirement Design Proposal – Why Wait?

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The Retirement Plan Review is a no-cost analysis of your current retirement plan, whether it's a pension or a 401(k). This review aims to determine if your existing plan still aligns with your goals and objectives. Our evaluation may achieve one or more of the following benefits:

 

Increase Annual Contributions:

Enhance the amount you, as the owner, can contribute each year to your retirement savings.

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Reduce Annual Fees:

Lower the annual administration fees to free up more resources for your business or personal use.

 

Expand Investment Choices: Provide a broader range of investment options for your employees, allowing them more flexibility in their retirement planning.

 

Professional Investment Management:

Ensure all employees have access to expert investment management services to optimize their retirement portfolios.

 

The enactment of the Pension Protection Act has significantly increased the benefits and solutions available to business owners and top executives like you. If your retirement plan hasn’t been reviewed recently, now is the perfect time to do so. A thorough review not only helps you maximize your plan’s potential but also provides peace of mind if your current plan is already optimal.

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Take the First Step Towards a Brighter Future Don't wait to secure your financial future. Contact us today to get started with your no-cost Retirement Plan Review. Together, we can ensure your retirement strategy is perfectly tailored to meet your evolving needs and goals.

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Let's Connect Today
1-844-435-SAFE (7233)
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We Value the opportunity to discuss innovative strategies (often overlooked by many advisors) that can help you strengthen your financial future. Contact us today to schedule a complimentary, no-obligation strategy session. Let's work together to build a stronger, more secure financial plan tailored just for you.

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