quoteCook Martin Poulson amended my taxes and got me several thousand dollars in a refund.quote

Rob Corcoran
Influence Real Estate

Retirement Plan Design & Administration

Saving for your retirement through tax advantaged accounts is a significant way to help keep what you earn.  As your partner, we feel it’s our responsibility to work with your financial advisor to educate you about the various types of retirement planning strategies available. After selecting the best type of plan, we can implement a custom designed version of that plan around your company’s needs. As your third party administrator, we will keep your plan in compliance with labor and tax law. Some of the types of plans we have experience administering include:

  • 401(k) Profit Sharing Plans
    • Traditional
    • Safe Harbor
  • Profit Sharing Plans
  • Age Weighted Profit Sharing Plans
  • Cash Balance Defined Benefit Plans
  • Simple IRA
  • SEP IRA
  • Roth IRA
  • Traditional IRA

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