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SERVICES - Tax-Advantaged Plans for Small Employers

 
 

Are you looking for a more efficient means of allocating your retirement contributions? Many small employers, especially physicians and other professional groups, are looking for ways to achieve greater tax-deductible contributions to their retirement program during their peak earning years. At Conrad Siegel Actuaries, we can assist you with a comprehensive approach toward achieving your goals and objectives. We work with hundreds of small employers and professional groups throughout Pennsylvania by designing allocation formulas and plan designs that provide a better fit for both the owners and the employees of such groups. In addition, we can assist you with the plan administration, preparing employee communication materials, drafting plan documents and amendments, and, most importantly, keep your plan in compliance with the nondiscrimination testing rules.

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