We specialize in plan design, administration and funding of all types of Retirement Plans for small to medium size business. The tax law (EGTRRA), CONTAINS MORE THEN 60 PROVISIONS THAT ALLOW FOR THE IMPROVEMENT OF EXISTING PLANS. Normally, we can improve an existing plan and lower the cost of administration. We offer a free feasibility study and comparison of your existing plan. ERISA - US Department of Labor requires all plan sponsors to compare their plan with other plans annually in addition to many other requirements found in section 404(c). Be prepared for a DOL audit.
It's not how much you earn...
it's how much you keep!
Do YOU want YOUR money earned in your investments and or savings taxable, tax-deferred or tax free?
Retirement Products and Services - All Types including but not limited to:
- All Plans: Qualified and Non-Qualified
- Defined Benefit Plans
- Defined Contribution plans
- profit sharing plans
- 401K Plans
- 457 Plans
- 412i Plans
- 419 Plans
- I R A's (regular and roth)
- I R A rollovers
- S E P's
- SIMPLE Plans
- Non-Qualified Plans (SERPS)
Our mission is to endeavor to bring you the entire universe of investments, financial products, services, and in our experience and opinion, top tier experts in every area financial. The guiding tenets of our business model are performing, exceptional service, client education, evidenced based planning, objectivity and innovative thinking. These concepts integrate well with the sophisticated demands of successful business owners and professionals and are the foundation of the way we conduct business. At Thornewood we offer a level of personal service that is unsurpassed in any industry.