Living for today, planning for the future. At Burke & Schindler, we help you set up and maintain retirement options that respond to your needs today and help prepare for whatever tomorrow brings.
Start-Up
- Design and set up basic 401K plan
- Determine match
- Find appropriate advisor
- Insure proper compliance and reporting
- 8881 Credit for start-up
Growth
- Can plan be more efficient for owners?
- Advisor evaluation
- Optimum match for 401K
- Plan audit
Participant
- Roth Analysis/Pre-Tax
- Roll Over/Portability
- Projecting income needs in retirement
Transition
- Consider cross-tested plan to better benefit owner
- Consister non-qualified plan for key people (e.g. stock appreciate right plan)
Exit
- Plan Termination
- Consultation regaurding optimal rollover and playout of plan proceeds
- If seller is consulting for former company, consider new plan
