Plan Design
In designing a retirement plan, your organization's primary objectives are taken into consideration to tailor a qualified plan that includes all tax benefits and business efficiency benefits.
The design phase includes informal discussions to identify specific needs and requirements, budgeting restraints, and basic provisions. TPA Services, Inc. can customize a plan, using prototypes we have developed for easier facilitation, or amend a pre-existing plan.
The following steps are taken in designing a Qualified Plan:
QUALIFIED RETIREMENT PLAN DESIGN |
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