By leveraging our experience, knowledge, and resources we can assist you with implementing and managing a company benefit plan that can help set your company apart when it comes to attracting and maintaining high-quality employees. These plans can give both you and your employees a simple and cost-effective way to help save and invest for retirement along with potentially providing a tax deduction for employer contributions.
Click the links below for more information.
Retirement Plan Overview
Understanding Fiduciary Responsibility
If a business owner is developing a plan for the first time, he or she should review the business plan and goals before making a choice. If an owner is planning to evaluate an existing plan, the first step should be to evaluate whether the business goals are the same as they were when the plan was implemented.
Please click here and let us know how we can help you or to schedule an appointment for a complimentary review of your retirement plan needs or call Joseph Xerri at 732-576-4892.