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Qualified Plans

As a business owner, have your plans been reviewed for ever-changing tax law changes, census demographics, and contribution levels? If not, you may be losing potential tax benefits that you are not aware of. Our over three-decade strategic alliance with Penn Pension Center helps us offer cutting-edge design actuarial experience. This relationship allows us to help you evaluate what types of plans are most appropriate. (401(k) plans, Defined Benefit, Defined Contribution, SIMPLEs and/or, SEP-IRA plans, etc.).

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