Pension-Retirement Solutions

Ask yourself these questions:

  • Am I receiving the maximum benefit from my annual plan contribution?
  • Is there a way to increase my plan contribution for my benefit while decreasing contributions to my employees?
  • Do I have the ability to reward staff differently based on their importance to my company?
  • Is my plans’ design right for me and my company?   Defined Benefit Plans vs Defined Contribution Plans

 If your answer to any of these questions is “No” or “I don’t know”, you owe it to yourself to obtain a Retirement Plan Review.   A Retirement Plan Review can benefit you in one or more of the following ways:

  • ​Attract and retain quality employees
  • Enhance your benefit package
    • Increase your share of the annual deposit
    • Optimize the plan design to meet your goals
  • Tax Advantages
    • Contributions are tax deductible
    • Investment earning accumulate tax deferred
    • Tax deferred distribution options

  Financial Wealth Solutions provides Wealth Keeper services to the small business market with:

  • Innovative Retirement Plans – 412(e)(3) fully insured, traditional defined benefit, cash balance, profit sharing and 401(k)
  • Convenience – One service provider for retirement plan design options, document services, administrative services, funding options and distribution planning options