Retirement Plan Design

Let the retirement planning experts at Dopkins & Co. guide your through the array of tax, compliance and government regulations so you can retire with peace-of-mind.

We help business owners maximize the benefits their retirement plan and help meet fiduciary responsibilities. We analyze the current program, incorporating up to the minute ERISA and tax law rules. We illustrate the financial and tax advantages of a particular qualified plan and provide a side-by-side comparison of the following plan types:

We perform non-discrimination test analysis to ensure plan design compliance and provide employers with planning opportunities not offered through generic plan packages.

We welcome you to visit the Dopkins Wealth Management website for additional information.

  • Profit Sharing
  • Integrated Profit Sharing
  • Defined Benefit
  • Age Weighted
  • New Comparability
  • Money Purchase
  • Safe Harbor 401(k)
  • 401(k)
  • SIMPLE and
  • SEP
  • Cash Balance Solution

For more information, contact Thomas R. Emmerling CPA CFP at temmerling@dopkins.com.

 

* Dopkins Wealth Management, LLC is a registered investment advisor owned by the partners of Dopkins & Company, LLP.