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Retirement
Plans Presidential Brokerage, Inc. serves the needs of
individuals, business owners, and corporations in establishing and maintaining effective
retirement plans for themselves and their employees. We offer a comprehensive range of
services, including:
- Evaluating the best retirement plan for your
needs--SEP-IRAs, pension and profit-sharing plans, 401(k) and 403(b) plans, money-purchase
and defined-benefit plans.
- Helping you identify an appropriate plan, investment
choices, and administrator.
- Monitoring your plan to make sure that the components are
performing optimally.
- Working with your benefits staff to comply with all ERISA
fiduciary responsibility requirements.
- Conducting periodic seminars for plan participants to help
them make sound decisions. This helps to satisfy 404(c) requirements.
- Updating of plan documents to meet IRS requirements.
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Copyright © 2007 Presidential Brokerage, Inc., Member NASD and SIPC. All rights reserved.
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