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We will perform a complimentary review of your client's current qualified retirement plan structure and prepare a complimentary plan study and proposal.
If your client does not currently maintain a qualified retirement plan, we will prepare a complimentary study and proposal if we are provided with an employee census only.
If you wish, we will also meet with the client to present the results of the plan study on a complimentary basis as well.
We provide CPE credit for New York, New Jersey and Connecticut accountants. Please see the attached list of
If you are interested in one of our presentations, please call Jody Tortorici at 914-948-1556 or email her at firstname.lastname@example.org