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.

  • 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

RETIREMENT PLAN Services

How do plan sponsors know if their selections are based upon a disciplined, long-term objective?

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RETIREMENT SPEND DOWN STRATEGIES

A year by year plan to draw down your assets in the most tax efficient manner possible during retirement.

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DOPKINS CASH BALANCE SOLUTION

Strategies to lower taxes and save more for retirement via pre-tax retirement contributions.

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Fiduciary Governance

Dopkins Wealth Management works with plan fiduciaries to help ensure compliance with all relevant rules and regulations.

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Our Investment Approach

We stress three key investment principles.

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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.

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