Retirement Income
Pension Plans
We can help your business with every stage of its pension plan—from setup and ongoing management to liquidation or plan wind-down when the time comes.
SEP IRA
Powerful savings for your future.
While pension plans are less common today, many still exist—and we can help ensure they’re being managed efficiently. Our team can review your plan’s expenses and performance to make sure it’s working as hard as it should.
For small business owners who are later in their careers and want to accelerate their retirement savings, a pension plan can be a powerful tool. In the right situation, it allows you to save more pre-tax dollars than a 401(k).
At Marmaras & Smith, we can help you evaluate whether the aggressive savings options offered by a defined benefit plan make sense for your goals and cash flow. Let’s explore the possibilities together.
Pension Plans
Thinking about pension liquidation? We’ve got you covered.
Pensions, also called Defined Benefit plans, are less common today but still offer valuable benefits. In a pension plan, your employer—or plan sponsor—manages the investments and guarantees a specific income when you retire.
At Marmaras & Smith, we can guide your business through every stage of a pension plan: from setup and ongoing management to liquidation or winding down when the time comes.
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Make the move toward a brighter financial future.
Connect with a trusted advisor today.
