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Pensions & Profit Sharing Plans
A Primer on Qualified Pension & Profit Sharing Plans

The following report is made available courtesy of Stephen M. Margolin and Harvey S. Shifrin with Chuhak & Tecson, PC., a leading law firm with a practice area specializing in executive benefits and deferred compensation.

We get a lot of questions about qualified pension and profit-sharing plans. After all, pension and profit-sharing plans, long important wealth-building and asset protection tools, are more valuable than ever thanks to legislation passed early in this decade. And this month we've found an excellent overview for business advisors about these plans and what they can do for employers. Some of the topics they touch on include:

  • What is a qualified plan?
  • Deductions and limits
  • Characteristics of defined contribution and defined benefit plans
  • Maximizing plan benefits
  • Plan participation
  • Vesting and forfeitures
  • Asset protection - common law employees
  • New bankruptcy act
  • Distributions

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To learn more about these tax strategies, call one of our retirement specialists toll-free at (866) 774-6925 or email DDubois@RSGFIS.com .

 

Call Retirement Strategies Group at (866) 774-6925

DDubois@RSGFIS.com
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Daniel T. Dubois, Registered Representative, CA License 0797517. Insurance offered through RSG Partners Financial and Insurance Services, Inc.
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