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PENSIONSTRATEGIES.COM

Pension Strategies

Pension Strategies LLC, with offices in Dallas, TX and Phoenix AZ, specializes in the design and administration of qualified pension, profit sharing, and 401k plans. 800-675-5265

http://www.pensionstrategies.com/

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CONTACTS AT PENSIONSTRATEGIES.COM

Pension Strategies, LLC

Pamela Johnson

2141 E.●●●●●●●and Ave

Sui●●●180

Ph●●ix , Arizona, 85016

United States

1.60●●●●7101
pe●●●●●●●●@cox.net

View this contact

Pension Strategies

Pamela Johnson

2141 E.●●●●●●●and Ave

Suo●●●180

Ph●●ix , Arizona, 85016

United States

1.60●●●●7101
pe●●●●●●●●@cox.net

View this contact

Pension Strategies

Ryan White

2141 E.●●●●●●●and Ave

Sui●●●180

Ph●●ix , Arizona, 85016

United States

1.60●●●●7101
1.60●●●●7505
rw●●●●@pensionstrategies.com

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Pension Strategies LLC, with offices in Dallas, TX and Phoenix AZ, specializes in the design and administration of qualified pension, profit sharing, and 401k plans. 800-675-5265
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Pension Strategies | pensionstrategies.com Reviews

https://pensionstrategies.com

Pension Strategies LLC, with offices in Dallas, TX and Phoenix AZ, specializes in the design and administration of qualified pension, profit sharing, and 401k plans. 800-675-5265

INTERNAL PAGES

pensionstrategies.com pensionstrategies.com
1

Pension Strategies - Download Forms

http://www.pensionstrategies.com/downloadforms.html

FYI: Form 5500 and EFAST2.

2

Pension Strategies - Types of Plans

http://www.pensionstrategies.com/typesofplans.html

There are many different types of plans that can be used to meet the specific objectives of each client. The professionals at Pension Strategies, LLC are uniquely qualified to listen to client's personal and business objectives and provide solutions that meet those needs. Here are some examples of client stories and plans that work. Pro-rata: same percent to all eligibles;. Integrated: higher wage earners receive higher percent of pay;. Cross tested: groups of employees can receive different contributions.

3

Pension Strategies - Plan Comparisons

http://www.pensionstrategies.com/plancomparisons.html

2016 Qualified Plan Comparisons. A profit sharing plan is a flexible and popular plan option. The combination of profit sharing and vesting rewards long-term employees enhancing employee satisfaction. A 401(k) plan is simply a profit sharing plan that allows contributions from employees. Employees contribute to the plan by making salary reductions from their paychecks. A 401(k) EZ is a 401(k) plan designed for a company with only an owner employee (plus spouse). When Must Plan Be Established? 25% of pay ...

4

Pension Strategies - Retirement Plan Limits

http://www.pensionstrategies.com/retirementplanlimits.html

2016 Retirement Plan Limits. 401(k) Employee Catch Up. For employees age 50 or older. 100%* of pay up to $53,000. 100%* of pay up to $53,000. Includes Employee, employer and forfeitures;. Does Not Include Catch Up Contribution. 100%* of pay up to $53,000. Not to Exceed Employer Plan Limits. 25% of Eligible Payroll*. 25% of Eligible Payroll*. SECA Adjustment Required for Sole Proprietors. If Plan Language Allows, Participant May Borrow. 50% of Vested Account balance up to $50,000. During current plan year:.

5

Pension Strategies - Types of Plans

http://www.pensionstrategies.com/newsletter.html

Sign up for our. At Pension Strategies, we believe that it is important for us to communicate with our clients about important issues in the qualified plan area that might interest them or affect their plans. We found that sometimes there is misinformation in the press or there is just too much information to figure out what is relevant so we decided to write our own monthly newsletter. Click here to access our newsletter archive. Legislation provides Funding Relief for Defined Benefit Plans.

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clarkburnette.com clarkburnette.com

PARTNERS - Clark & Burnette Wealth Management

http://www.clarkburnette.com/partners

Our clients deserve the best service and advice that can be provided. We have assembled a strong team who shares our values and are committed to the highest level of service and standards of integrity. From 401(k)s to Defined Benefit Plans and more, Loring Ward Total Retirement provides an innovative, cost-effective retirement platform that empowers plan participants. We invite you to learn more about our distinctive approach and how our "5 Retirement Plan Essentials" can make a real difference for p...

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