Beard Pension Services, Inc. views the planning and ongoing maintenance of your pension plan as the cornerstone of a quality retirement plan. Whether you are a new or existing client, we constantly monitor plan feasibility, document compliance, government rulings and their impact on your plan. Your document will be drafted and maintained in-house, allowing you flexibility and rapid response should an amendment become necessary.
For companies and self-employed individuals considering a retirement plan, we will familiarize you with various plan options and their benefits. We can help you decide on the plan that is most cost-effective and desirable to your employees and you, the business owner. Our knowledgeable and experienced staff can assist you with the design and administration of a variety of plans including:
- Profit sharing plans
- 401(k) safe harbor plans
- Cross tested and age-weighted pension plans