The Ultimate Plan Sponsor Checklist

August 2014 Newsletter Introduction Do you have copies of all the plan documents and records? Are you properly insured as a plan sponsor? Do you timely distribute required documents, notices and educational retirement fund materials to your employees? Are you...

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.


Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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