PBU SERVICES

A retirement plan offers lots of benefits for you, your business and your employees. Our goal is to help you choose the right retirement plan for your business. We present an overview by pointing out the advantages, disadvantages, analysis, examples, and conclusion for each selected plan type to assist employers in making an informed decision.

The right retirement plan offers you and your employees a number of outstanding benefits:

  • Employer contributions are tax-deductible.
  • Flexible plan options are available.
  • A retirement plan can attract and retain better employees, reducing new employee training costs.
  • Employee contributions to the program reduce current taxable income.
  • Future distributions may be eligible for favorable tax treatment.
  • Program participation builds added financial security.
  • Contributions grow tax-deferred.

We will custom tailor a plan design for your business, prepare the necessary documents and assist in the
administration and on-going support for the retirement plan.