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This is an exciting time of year at Pension Investors Corp. of Orlando. Not only is the holiday season almost here, but the December 31st, 2023 deadline to implement a qualified plan is soon approaching.

Whether it is a Defined Contribution Profit Sharing, 401(k), traditional Defined Benefit or Cash Balance Pension Plan, our entire team here at Pension Investors Corp. of Orlando is available to lead you through the entire process. You will benefit from our experience with personalized plan design and implementation, from conception to execution.

Give us a call and let us assist in designing an appropriate plan. We can help you navigate through the myriad of qualified plan rules and regulations to achieve your clients’ specific planning objectives.

Keep in mind that in order to properly design a qualified retirement plan for the 2023 plan year, we need a completed Census form giving enough lead time for you to analyze and discuss how best to proceed with your client. If the decision is to establish their plan, we would then need to implement documentation by December 31, 2023. If you need custom plan design, now is the time to illustrate planning proposals. Allow us to help provide your planning needs; we await your call for support.

Please visit our website today to download the necessary forms we need to prepare a customized study that will show you how a specific qualified retirement plan can enhance your tax, business, financial, and estate planning needs.

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