Leading Edge Plan Design

leadingedge

Is your retirement plan design optimal for your unique needs?

The design of your plan is one of the most important parts of the retirement process. A well-designed plan can create efficiencies, avoid fiduciary pitfalls and even enhance employee retention.

Since 1979, we have specialized in designing retirement plans for owners of small to mid-sized businesses. Our plans provide maximum tax savings and a worry-free retirement. Our plans guarantee to offer the best results for retirement savings and tax benefits while keeping in compliance with the complexities of government mandated regulations. We are firm believers that retirement planning is not a one-size-fits-all proposition. In addition, we work in conjunction with your advisors to fully utilize the tax benefits available under prevailing laws and regulations to ensure your income for future years.

Types of Retirement Plans and Services Offered

  • Defined Benefit
  • Cash Balance
  • 401(k) Traditional and Roth
  • Profit Sharing
  • 403(b)
  • 457 plans
  • Non-Qualified Deferred Compensation Plans
  • Qualified Domestic Relations Order (QDRO) Valuation
how can we help you?

Contact us at the CPD offices or submit a business inquiry online.

My goal was to implement a retirement plan that, at first, seemed very complicated. Ron and his team helped me understand and implement the plan in a timely manner. All of the individuals that work at the company are very knowledgeable and responsive. I highly recommend CPD.

Mitchell Wolk
Owner, Mitchell Wolk

Looking for a First-Class Retirement Planning Consultant?

We can help