Our Managing Partner, Amber Lloyd, spoke at a joint advisor seminar with ING and Legg Mason in February 2013. Her topic was “Current Trends and Topics in Retirement Plans.”
Let us help design and administer a Retirement Program that meets your needs.
Cash balance plans offer high contribution limits and flexibility.
A Cash Balance Plan can be a great way for a business owner to catch up on delayed savings by making larger contributions than what is allowed in a traditional profit sharing plan.
RMS held our 9th consecutive FA & CPA Seminar