5768 Putnam Drive
Physicians and Dentists today face an increasing need to provide a retirement benefit for themselves and their employees. Retirement plans not only assist clients in fulfilling their dreams of pursuing financial independence sooner, but it also may provide significant tax advantages.
Designing the appropriate retirement plan is a crucial part of an integrated financial strategy. Prototype plans that are available to the masses have design limitations that can potentially prevent you from achieving your goals. We create customized plans that can help maximize your savings, and improve efficiency while reducing costs. SWC helps you identify solutions that make the most sense for your business. We utilize case designs that may incorporate IRS Safe Harbor rules, or more sophisticated solutions such as new comparability testing, multi-plan integrated benefits testing, or even a Cash Balance Plan.
Plan Design, Retirement Plan, Financial Plan, ERISAWe work with highly experienced pension professionals, actuaries, and legal counsel with experience with the Employee Retirement Income Security Act (ERISA). These resources provides business owners with greater knowledge of tax laws created by the Economic Growth and Tax Relief Reconciliation Act (EGTRRA) which can provide for increased pre-tax contributions than available for plans such as Profit-Sharing and 401(k) plans.
We specialize in:
Our service offering includes but not limited to:
These case studies are examples of actual retirement plan cases done by the First Allied Retirement Services Team. They demonstrate how a unique plan, or even a combination of plan types, can be used to help pursue a client’s specific needs. Click on any of the following: