Pension Plan Solutions
Retirement Plans for the Small Business Owner
Retirement Plans for the Small Business Owner

You have needs, we provide solutions. 

Whether it is business insurance planning, or tax-free retirement income, we can design a specific plan to fulfill your need.

Do you know at what age you're going to retire? Have a specific 'monthly income desired' for when you stop working?

Pension Plan Solutions will create a plan tailored specifically with you in mind.
We'll help protect your family and your business, should the worse happen to you.

Products & Services available:
- Buy-Sell planning arrangements
- One-Way Buy-Sell planning arrangements
- Executive Bonus Plans
- Retirement supplement tax free plans
- Employee 'Golden Handcuffs' planning
- Business owner tax free income planning transfers to family
- Business owner tax free retirement plan transfers to family
- College funding plans
- Sage Scholars Tuition Rewards Program (for tuition reduction at 300+ select universities nationwide)
- Permanent insurance plans
- Term & Whole Life plans
- Annuity retirement income planning
- 401(k) Alternative plans
- Key person insurance plans
- Bank C.D./Money Market Alternative plans

Educational training services provided:
- Lunch & Learn presentations to business owners/partners/management
- Lunch & Learn presentation to employees/staff
- Business owner insurance planning reviews
- Business owner retirement plan overviews
- Employee one-on-one retirement educational meetings

Additional services
- Covered CA Health Plans
- Long Term Care planning
- Disability Income planning
- Health insurance planning

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Confidentiality laws apply. Individuals must qualify for these plans, per insurance company standards.

Pension Plan Solutions is not a tax consulting firm. We do not provide tax assistance. Every case has different tax implications based on variables pertaining to the specific business and owner(s). Please consult your tax advisor.
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