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Keeping Your Company Goals in Mind

Our plan consulting team can offer you a variety of options for your plan design, whether you are starting up a new plan or updating your existing one. Plans are designed on an individual basis with the company’s goals in mind. We can look at 401(k) with Safe Harbor, New Comparability or combine with a Cash Balance Plan. Many employers are implementing Plans for the tax break and many implement plans to attract and retain employees. We can provide a detailed analysis at no cost to you by illustrating how the retirement plan can benefit the company. The company will be able to take a tax deduction and reduce their tax liability by increasing contributions in a retirement plan.

We will review maximum limits and ensure the Plan and contributions/deductions meet the goals of the employer.





175 Broadhollow Road, Suite 160 

Melville, NY 11747

Tel: 631-622-3170

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