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TEFRA stands for Total Employee Fringes and Retirement Administration. The name is derived from the Tax Equity and Fiscal Responsibility Act ( TEFRA ) of 1982. We have been designing, consulting, and administering retirement plans for small business owners since we opened in 1984. We currently administer over 200 plans, including defined benefit, profit sharing, 401 ( k ) salary deferral, health and welfare, cafeteria, 457 for government and educational institutions, and 403 ( b ) plans for not-for-profit organizations. Qualified plans are an excellent way to build a retirement fund by turning tax dollars into savings. Through systematic tax deductible contributions, small business owners may be able to retire, and still maintain their current standard of living. There are also tax-deferred benefits that can serve as a valuable tool in recruiting and retaining key employees. Selecting the best plan for you involves three main points: TEFRA, Inc, we address all of these. We design employee retirement and benefit plans that help you maximize the value of your investment in your employees. We will handle every aspect of you plan, from Design and Setup, Implementation and Enrollment, and Record Keeping. TEFRA provides service only. Unlike many other pension consulting firms, we do not sell any products, so you are free to choose from everything on the market to find what will best suit your goals. We will help with the enrollment process, and keep accurate records that are available on request and are sent to you at regular intervals. We will also keep you current on any changes in the law or the market as they may affect the administration of your plan. We will work with your accountants, attorneys, and investment advisors as appropriate to ensure good communication throughout the process.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Blue Heron Financial Group is a registered investment advisor and broker-dealer based in Annapolis, MD. They offer a wide range of services, including investment account management, financial planning, and insurance products. With a team of experienced professionals, Blue Heron is committed to providing personalized solutions to help clients achieve their financial goals. As a community-focused firm, Blue Heron is actively involved in outreach programs and offers resources such as articles, calculators, and newsletters to educate and inform clients. They prioritize client satisfaction and strive to build long-term relationships based on trust and transparency. Securities and advisory services are offered through LPL Financial, a leading financial services firm, ensuring clients have access to a comprehensive suite of investment options.Generated from the website