Small Company Defined Benefit And 401(K) Plans

As a small company you want to ensure you are saving as much as possible for your retirement as well as that of your employees.

• Shorepine Wealth Management has helped small companies build and manage small defined benefit plans and 401(k)’s.
• These plans can not only significantly increase the amount a typical small company owner saves versus traditional SEP or SIMPLE IRA’s, the tax savings can also be significant.
• Oftentimes the result is 2 or 3 times what they were saving before in pre-tax dollars.
• We work with third party administrators to help establish the plan, maintain record keeping, file the appropriate documents and ensure your plan is on track and within all regulatory requirements.
• We also mange the investments where appropriate.