Having the ability to retire comfortably and free from financial
pressures remains the main issue for our clients - both business owners
and employees. It is critical that the retirement plan be properly
assigned, implemented, communicated and administered. The appropriateness
of a "qualified" or "non-qualified" plan for any individual is determined
based on the individual's existing financial condition as well as on his
or her goals and dreams.
Retirement plans are dynamic, changing as client's businesses and tax
laws change. They demand continued and careful analysis, IRS compliance
review and plan administration. Working closely with consulting actuarial
firms allows us to provide the ongoing administration of our client's
plans, including document preparation, annual reporting and servicing.
* Guardian, its
subsidiaries, associates and employees do not give tax or legal
advice
