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A retirement plan should be tailored to meet the unique goals and objectives of the business. PenSys provides the expertise to design plans that can help to minimize overall plan costs and provide increased flexibility in the amount of the annual contribution. PenSys utilizes a variety of plan features in tailoring a plan to the specific needs of the company. It designing a retirement program we consider:
- The business owners goals and objectives for sponsoring a retirement plan
- Any plans for future expansion or contraction of your business
- Information about employees such as age and compensation
- The ability to contribute to the program on a long term basis
- Employee Retention
PenSys provides complimentary illustrations and proposals to assist Financial Advisors and their clients in determining a plan that will meet their objectives. Please complete the Employer Data Form and fax to your nearest PenSys office for review. You can also submit the employee information using the Census Excel Sheet.
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PenSys Plan Design