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An endorsed retirement plan program for members of the
Mid-America Lumbermens
Association offered through Tax Favored Benefits, Inc. TFB specializes in Pension,
Profit Sharing, 401(k) and Employee Benefits Programs. |
Advantages…for Members of the Association
- High Quality retirement plan design, participant education,
administration and investment options.
- Free Study of suggested plans.
- Custom Design and selection of plan type by your company including
amount of benefits and contributions to best fit your needs.
- Reduced costs for…
Installation and Documents
Continuing Plan Administration
Participant Education
- Excellent investment options
Why Offer a Tax Favored Retirement Plan?
- Attract and Retain Productive Employees
- Employer Contributions Fully Tax Deductible
- Tax Advantages to Employees
- Systematic Savings by Employees
- Employees Need for Retirement Income
- Asset Protection From Creditors
- Investment Education
- Succession Planning
Plan Types are arrows in our Quiver…to hit your targeted retirement
plan needs.
- 401(k) Plans
- Age-Based Profit Sharing Plans
- Pay-Based Profit Sharing Plans
- Cross-Tested Plans
- Money Purchase Pension Plans
- Defined Benefit Pension Plans
- ESOP Plans
- SIMPLE Plans
- Non-Qualified Deferred Compensation Plans
- Merger and Acquisition Plans
Why is proper plan design so important?
- No one plan type can meet the needs of all situations.
- Employer needs differ.
- Recommendations based on Client’s best interest, not just one size fits all.
- Tax Favored Benefits, Inc. can design and support all types of retirement plans.
What can Tax Favored Benefits, Inc. do for you?
- All services under one roof.
- Design, administration, communication, education and investment services for the
retirement plans of members of the Association
- Maximization of both the accumulation and retention of retirement funds.
If you currently have a retirement plan, what questions should you be
asking?
- Is my current plan rewarding the proper employees?
- Are my current plan administration costs too high?
- Are participant statements accurate and received when expected?
- Is the current method of communications effective?
- Has the plan been negatively affected by changes in the law?
- Are the returns on the current plan’s investment options meeting expectations?
Who is Tax Favored Benefits?
Tax Favored Benefits, Inc. is a full service employee benefits firm
specializing in pension, profit sharing, 401(k), and deferred compensation plans. We build client relationships by providing high
quality service and excellent funding options and now boast more than 700 corporate
clients in over 20 states.
Tax Favored Benefits, Inc. is organized to provide retirement
services and products in today’s financial environment. We work with your other professional advisors to
evaluate the complex issues surrounding retirement plan benefits and work to design a
retirement plan program which most effectively meets your goals.
- Under one roof we provide comprehensive and personalized retirement plan services:
- Qualified and non-qualified plan design
- Complete administration
- Plan investment options
- Participant education and ongoing communication
- Investment strategy
To these tasks, we bring personnel, many with over 30 years in the
retirement plan benefits arena, and with such varied designations and degrees as Juris
Doctor, Chartered Life Underwriter, Enrolled Actuary, Chartered Financial Consultant, MBA,
Certified Employee Benefit Specialist, and Life Underwriter Training Counsel Fellow.
We combine these services with funding from many highly respected
investment management companies, giving our clients the best of both worlds: great administration service coupled with
excellent investment options.
Managed Money
Your savings are professional managed by nationally recognized
investment companies.
For more information please email Olivia at oholcombe@swassn.com or call
800-747-6529.
©1997-2006
SouthWestern Association. All Rights reserved. Legal Notice
This page revised
08/09/06
