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EMPLOYERS/PLAN SPONSORS
You have a partner
The world of retirement plans can be complicated and confusing. So it’s good to know that you do not need to navigate alone. In designing a plan that suits both you and your employees, our trained consultants offer you clear explanations and definitions. This way you have the information you need to move forward with confidence.
What do you want to accomplish?
Within the world of retirement plans, there are numerous choices. To help you meet your specific goals, we gather essential information regarding your business. This allows our team to customize a plan that fits your unique business structure.
There are a wide-range of reasons why employers begin or change retirement plans.
- Provide a competitive employee benefit?
- Retain your current key employees?
- Minimize taxes?
- Maximize cash flow?
- Provide a pre-tax bonus program?
- Support your in-house administrator?
- Provide risk management?
- Business continuation planning?
Essential services provided to you:
- Regulatory oversight (which means helping you to comply with the IRS, Department of Labor and Pension Benefit Guarantee Corporation).
- Tax reporting (Form 5500 and related schedules)
- Loan & distribution processing
- Plan design consulting
- Plan termination assistance
- Asset rollover assistance
- Past employee locator assistance
- Compensation planning
- Annual plan review assistance
Plan modification
Change is simply a part of a successful business. And change often means a shift in your retirement plan needs. Whether it is time for a plan redesign or you are researching new investment options with your financial advisor, the BEI team is here to coordinate and implement modifications to your plan.
