Peter Stephan - Do You Have a Clear Contribution Objective for Your Retirement Plan?

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Peter Stephan discusses the importance of beginning your retirement plan design based on your contribution objectives for yourself, your key employees and your rank-and-file employees.

Transcript:

Peter: Today, with the small business owners out there, they're looking for tax strategies, and the internal revenue code offers these strategies, you just have to have the right implementer on your side. Our job is to work with the advisors, so the CPA and/or financial advisor for their client, and put together the provisions of the plan to achieve that contribution objective. And once we implement it, our job is to service that on a year-to-year basis as the business conditions change, so we want to make sure we build some flexibility into the plan design, but also try to get the highest benefit possible for who we're trying to focus on. 

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