You can benefit from our 23 years of experience, as well as from our service-oriented approach to retirement plan administration.
A few of our benefits:
A "local touch" service model, no matter where you are. Client locations include CT, FL, NYC, SC, GA, NC.
20+ years experience DESIGNING & administering retirement plans.
Specific plan design tailored to your company's goals and needs
We offer a full menu of administrative tasks, to take the burden off of you... Plan Documents, IRS Form 5500 Prep, Full Scope of Testing, Record Keeping, Vesting Maintenance, Eligibility Determination, etc. etc.
You will never fill out a "questionnaire" for the administration of your plan like the Big Recordkeepers require.
We work seamlessly with your other advisors
Assurance Retirement Group, LLC helps you find the right solutions for your specific retirement plan needs, and we make having a retirement plan HASSLE FREE!
in a 401(k) Profit Sharing Plan
401(k) Deferrals: $19,500
401(k) Def's if you're over 50: $26,000
Maximum Benefit in DC Plan: $58,000
(+ 401(k) Catchup if over 50 YOA)
Compensation Considered: $290,000
Highly Compensated Employee: