Answer: Not a problem. You can consolidate all of your retirement accounts in the new retirement plan.
My accountant (or lawyer) wasn’t familiar with this type of plan or sure it could be done. Why is that?
Answer: Retirement planning is a highly specialized field; for this reason we recommend that you use a firm that deals only with retirement and pension fund planning and administration when dealing with your retirement or pension funds. While your accountant or attorney may not be familiar with this type of plan, we’ll be happy to…Read More >
Answer: Our partners have decades of experience in designing retirement plans to comply with the Employee Retirement Income Security Act (ERISA) of 1974, as well as Internal Revenue Code provisions. In fact, the plan was designed by our partner, an ERISA attorney himself – Len Fisher. We feel so confident about the design of our…Read More >
Answer: In most cases, yes. Our plans are designed to meet the IRS requirements for qualified retirement plans. IRS regulations permit the rollover of funds from qualified plans to qualified plans without taxes or penalties. Regulations also permit investment of retirement funds in the stock of the sponsoring company. The benefits of the plan…Read More >