Chuck Lynch spoke at a financial advisor seminar jointly hosted by RMS and the Principal Financial Group. His topics were “ESOPs – Uncover Hidden Opportunities” and “Benchmarking Fees and Plan Design”.
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