A qualified retirement plan can promote company growth, offer significant tax advantages, and help attract and retain valued employees. However, one size does not fit all when it comes to designing an effective retirement plan. We believe that effective retirement plan design is equal parts art and science.
PenSys’ retirement plan Design Consultants will start with one question: “Why does your business need a retirement plan?" Then he or she will listen as you discuss your business and personal goals, employee demographics, financial resources, and tax objectives before helping you design a plan that is uniquely yours.
Our retirement plan Design Consultants will provide all of the necessary plan documents that are needed to implement and administer your plan. We provide a variety of plan documents that can be customized to fit your unique goals:
Our team of experienced retirement plan consultants is ready to work with you to design a custom retirement plan for your company that will complement your business and financial goals.