Corporate retirement plans have become very complex decisions for business owners, but they are often critical in order to retain key employees and hire qualified people. FMP will assist clients in gathering data, establishing objectives, and identifying constraints that affect the selection of particular types of pension plans.

FMP prepares written reports, which discuss alternative plans including: 401(k), profit sharing, money purchase, SIMPLE IRAs, SEP-IRAs, and Defined Benefit plans.

Most independent advisory firms must outsource the administration of qualified corporate retirement plans. FMP can offer its clients a bundled service that reduces cost and increases efficiency because the administration and accounting can be done by FMP. David Theobald, a CPA and FMP advisor, brings more than 25 years of experience in the administration of qualified retirement plans to the staff of FMP.

Once a final decision has been made, FMP assists clients in preparing plan documents, initiating plan administration, informing plan participants, and purchasing investment vehicles for funding

If you are interested in any of these services, please call us (See our contact page) or send us an email at mail@fmprofessionals.com.