Already Have A Pension Plan...Why Use Us?

1. We are Business Managers or CPAs and Want To See That Our Clients Have The Best Pension Plans and Advice Available (We will take these cases over with minimum fuss and usually no extra fees)
2. We Have Been Using A Financial Institution Standardized Adoption Agreement, But Our Financial Institution Is No Longer Offering Standardized Adoption Agreements (Many financial institutions are no longer offering Standardized Adoption Agreements, or any pension plan documents, as problems emerge with non-compliance with no-one able to supervise your plan)

3.Talk Directly To A Pension Expert/Actuary (Need Non-Standardized Plan & Expert Advice)

4. We've Been Doing The 5500s For Some Time But Don't Want To Be Responsible Any More, There's Just Too Much We Don't Know and Pension Administration Requires A Lot of Specialized Knowledge...Take It Over, Fix Whatever Is Wrong or Out of Kilter, Make It Better Than It Was, Don't Make Any Waves For Me But Fix It (Advisor To Business Owner, Or Business Owner)

5. As In 3. But Advisor Is Retiring, and Wants Pension Plans Kept In Good Hands (we actually get a lot of these situations, plans are usually in good shape)

6. Want Higher Contributions or Larger Share, or More Choices (Need Non-Standardized Plan & Expert Advice)

7. Want To Buy Real Estate, Trust Deeds, or Pre-IPOs In Pension Plan (Need Non-Standardized Plan & Expert Advice)

8. Oops, Plan Assets Under $ 100,000 Only 1 Person (Owner), But We Didn't Know The Rules and Here Comes The IRS (Expert Advice and Lots of Clean Up)

9. Oops, Plan Assets Went Over $ 100,000 Only 1 Person (Owner), But We Didn't File 5500s and Need A Full Check Up and a Look At Alternatives (Expert Advice, Some Clean Up)

10. Any Plan...Here Comes The IRS, or We're Just Worried About The IRS and Our Plan, We Don't Know What We Don't Know, We Want Our Plan To Be The Best It Can Be (Expert Advice and Some or Lots of Clean Up)

11. Have Employees and Want Larger Share For Owner (Need Non-Standardized Plan & Expert Advice)

12. Have Employees and Want More Investment Managers For Employees To Choose From (Need Non-Standardized Plan & Expert Advice)

13. Own Several Companies (Need Non-Standardized Plan & Expert Advice)

14. Want To Use Several Banks, Brokerage Houses, or Mutual Fund Companies In One Pension Plan (Need Non-Standardized Plan)

15. On-Going Consulting Into Withdrawal/Retirement/Leaving To Heirs Phase (Need Non-Standardized Plan & Expert Advice)

16. Fees Are Better, More Understandable

17. Need Help To Correct Problems

.......Reporting to Government Not Done

.......Administration Problems

.......Oops...Left Off Leased Employees

.......Audits By IRS or PWBA

18. You Fill This One In______________________________________

If you have non-owner employees in the plan, you MUST report 5500 forms each year, no matter how small the plan assets. If only the owners are in the plan, you MUST report after the assets exceed $100,000, but it is wise to report anyway.


		1. We are Business Managers or CPAs and Want To See That Our Clients Have The Best Pension Plans and Advice Available (We will take these cases over with minimum fuss and usually no extra fees) 2. We Have Been Using A Financial Institution Standardized Adoption Agreement, But Our Financial Institution Is No Longer Offering Standardized Adoption Agreements (Many financial institutions are no longer offering Standardized Adoption Agreements, or any pension plan documents, as problems emerge with non-compliance with no-one able to supervise your plan) 3.Talk Directly To A Pension Expert/Actuary (Need Non-Standardized Plan & Expert Advice) 4. We've Been Doing The 5500s For Some Time But Don't Want To Be Responsible Any More, There's Just Too Much We Don't Know and Pension Administration Requires A Lot of Specialized Knowledge...Take It Over, Fix Whatever Is Wrong or Out of Kilter, Make It Better Than It Was, Don't Make Any Waves For Me But Fix It (Advisor To Business Owner, Or Business Owner) 5. As In 3. But Advisor Is Retiring, and Wants Pension Plans Kept In Good Hands (we actually get a lot of these situations, plans are usually in good shape) 6. Want Higher Contributions or Larger Share, or More Choices (Need Non-Standardized Plan & Expert Advice) 7. Want To Buy Real Estate, Trust Deeds, or Pre-IPOs In Pension Plan (Need Non-Standardized Plan & Expert Advice) 8. Oops, Plan Assets Under $ 100,000 Only 1 Person (Owner), But We Didn't Know The Rules and Here Comes The IRS (Expert Advice and Lots of Clean Up) 9. Oops, Plan Assets Went Over $ 100,000 Only 1 Person (Owner), But We Didn't File 5500s and Need A Full Check Up and a Look At Alternatives (Expert Advice, Some Clean Up) 10. Any Plan...Here Comes The IRS, or We're Just Worried About The IRS and Our Plan, We Don't Know What We Don't Know, We Want Our Plan To Be The Best It Can Be (Expert Advice and Some or Lots of Clean Up) 11. Have Employees and Want Larger Share For Owner (Need Non-Standardized Plan & Expert Advice) 12. Have Employees and Want More Investment Managers For Employees To Choose From (Need Non-Standardized Plan & Expert Advice) 13. Own Several Companies (Need Non-Standardized Plan & Expert Advice) 14. Want To Use Several Banks, Brokerage Houses, or Mutual Fund Companies In One Pension Plan (Need Non-Standardized Plan) 15. On-Going Consulting Into Withdrawal/Retirement/Leaving To Heirs Phase (Need Non-Standardized Plan & Expert Advice) 16. Fees Are Better, More Understandable 17. Need Help To Correct Problems .......Reporting to Government Not Done .......Administration Problems .......Oops...Left Off Leased Employees .......Audits By IRS or PWBA 18. You Fill This One In______________________________________
			If you have non-owner employees in the plan, you MUST report 5500 forms each year, no matter how small the plan assets. If only the owners are in the plan, you MUST report after the assets exceed $100,000, but it is wise to report anyway.