Year-End Pensions Sales

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It’s the end of the year and CPAs and advisors are talking to their business clients about year-end tax strategies.

One strategy not frequently spoken about is a pension plan.

Now not everyone understands all the different types of pension plans available and the advantages of these pension plans for their business clients.

Not all pension plans are created the same and not all pension plan administrators know how to design a plan that is going to benefit their client in the most efficient and effective way.

You don’t need to be an expert in the pension plan and in pension plan marketplace and get caught up in the pension plan lingo…

  • Defined Benefit
  • Defined Contribution
  • 401(k)
  • Simple Plans
  • Cash Balance Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Combo Plans

You don’t need to be that expert, you just have to work with one!

We have been working in the pension marketplace for 45 years and have been designing the best plans to help our clients in the most effective and efficient ways.

If you’re interested in working with RMC, drop me a line or give me a call today!