Retirement planning is increasingly complex. A host of investment options, combined with fluctuating interest and inflation rates and other variables, make it difficult to determine how much you will need, where you should invest, and who to turn to for assistance. The complex tax and legislative environment surrounding retirement planning compounds the confusion. With qualified plans (such as IRA, pension, profit sharing, 401(k) and Keogh plans), the timing and amount of withdrawals are critical in order to avoid additional tax penalties. And, if you have accumulated significant qualified plan assets you may face additional problems, including the "Double Tax Dilemma," where the government can tax these assets twice. We guide our individual and corporate clients through the confusion surrounding retirement planning. Our professional staff will:
We offer objective advice, custom products, quality retirement planning services, and practical ideas about qualified retirement plans. Particularly today, with the complexities of new pension laws, and the desire of employers to hire and retain valuable employees, more employers are seeking professionals with experience and knowledge. Employers now appreciate advisors who pursue the right principles: analyze, design, and then act.
We offer comprehensive and sophisticated capabilities in all aspects of qualified retirement plans. Working closely with our clients, we help them to set their retirement plan objectives, review any existing plan, and/or design a new retirement program to help achieve their goals.
We serve employers ranging in size from one employee to several thousand employees. We assist fiduciaries in fulfilling their ERISA mandated responsibilities. With increasing participant litigation, as well as increasing audits conducted by the Department of Labor (DOL), our clients understand the value of experts in the ongoing operation of their retirement programs.
Our process can help our clients pursue the right principles.
Each type of retirement plan has its own special characteristics, advantages and disadvantages. The proper retirement plan for your organization will be the one that most closely corresponds to your organization's unique circumstances and objectives. In order to define your objectives, it is important to consider the following questions:
Select a type of plan below for a brief description of each major plan type. We hope this background information will help you identify the type or types of plans that are most likely to respond to your objectives.
GDK & Company - 5771 Mayfair Road, North Canton, Ohio 44720 - (330) 966-5577
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