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Retirement Plan

Paul Hammond

Phone: 716-675-2100 ext. 16.
Email: phammond@walshjones.com 

A benefits package that includes a retirement plan will help attract and retain quality & productive employees. The unpredictable & political nature of social security has driven home the fact that employees need to be in control of their retirement planning destiny and ensure for themselves, a secure and comfortable retirement.

The types of plans, cost, testing implications, regulations, service, performance and other factors considered with your retirement plan objectives will determine the ideal program to help meet your needs.

  • Traditional
  • Simple
  • Age-weighted
  • New comparability
  • Safe harbor

Aebly & Associates has partners who can provide the professional guidance that you need to meet your corporate goals and the service and support your employee’s need.

  • 401(k) Plans
  • Defined Benefit Plans Defined Contribution Plans
  • Profit Sharing Plans
  • Money Purchase Plans
  • Non-Qualified Deferred Compensation Plans

As pension laws change and become increasing complex, it is becoming more and more difficult to make sure that your plan is complying with all the new laws.

Keeping in step with pension law can be a real headache, but it’s absolutely necessary that your plan be in compliance in order to maintain its qualified status.

Are you dealing with a host of different firms, attorneys and administrators for your plan needs?

Aebly &  Associates partners offer compliance, administrative and consultative services at an extremely competitive cost.