Advantage Benefits Consultants

William S. Jacobs Associates, Inc. is a specialized retirement planning firm based in Oyster Bay, NY, offering design, implementation, and administration services for retirement plans tailored to the unique needs of small, closely held businesses. With a focus on Section 401(k) Plans, Profit Sharing Plans, Defined Benefit Pension Plans, and Money Purchase Pension Plans, they provide qualified IRS pre-approved prototypes and assist with plan amendments and restatements as required. Unlike many competitors, William S. Jacobs Associates does not sell investments or insurance, instead focusing solely on creating retirement plans that offer a range of options not available with simpler plan documents. By working closely with clients and their financial or tax advisors, they design plans that align with retirement goals, while also providing tax benefits, attracting qualified employees, reducing turnover costs, and increasing employee work incentive and commitment.Generated from the website

Pension Associates is a skilled actuarial firm based in Stamford, Connecticut, providing services to clients across the United States since 1991. The firm specializes in maximizing pension deductions for business executives while maintaining competitive overall costs. Offering comprehensive design, actuarial, and administration services for all types of IRS-qualified retirement plans, Pension Associates manages every aspect of plan administration, from design to compliance, including recordkeeping and IRS reporting. Clients are encouraged to stay informed on legislative and administrative issues related to qualified retirement plans through the firm's regular newsletters. Generated from the website

Rogers Casey & Associates Inc in Darien, CT is a prominent player in the global marketplace, catering to businesses and high-income individuals seeking expert investment management services. Located at 1 Parklands Ave, the firm's Darien office serves as a hub for clients looking for specialized financial guidance and support. Generated from their available business information