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.

PLAN DESIGN

Our goal is to design the right plan with the right provisions for the unique needs of our clients.
Our professional staff will guide you through the process, including:

  • Review your objectives and analyze existing retirement plans to determine if a new plan is warranted or if an existing plan should be refined.
  • Tailor plan provisions to meet your objectives including:
    • Type of plan
    • Eligibility requirements
    • Employer and employee contribution provisions
    • Vesting schedules
    • Benefit distribution/loan provisions