Request
412(e)(3) Consultation
A fully insured defined benefit plan is a qualified plan. Design is reviewed with your CPA, TPA and plan counsel.
- 01 The business and plan
- 02 How to reach you
The business and plan
Contribution amounts, deductions and plan qualification are determined by plan documents, a TPA and your tax advisor.
- Independent — not owned by a carrier
- Every page reviewed by a licensed advisor
- Sources cited and date-verified
- No quote-wall, no lead resale