Endorsed Retirement Plan
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
- Who is Tax Favored Benefits?
- What can Tax Favored Benefits, Inc. do for you?
- Why is proper plan design so important?
- If you currently have a retirement plan, what questions should you be asking?
- Plan Types are arrows in our Quiver - to hit your targeted retirement plan
needs.
- Why offer a Tax Favored Retirement Plan?
- Managed Money - Companies
- I want more information! (request for information)
- TFB Web Site www.taxfavoredbenefits.com
- TFB Email: tfb@taxfavoredbenefits.com
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
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
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.
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.
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.
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?
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 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
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.
