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Rick Bloom, CFP®, RICP®

(914) 288-8929

Corporate Retirement Services

Having the ability to retire comfortably and free from financial pressures remains the main issue for our clients – both business owners and employees. It is critical that the retirement plan be properly assigned, implemented, communicated and administered. The appropriateness of a “qualified” or “non-qualified” plan for any individual is determined based on the individual’s existing financial condition as well as on his or her goals and dreams.

Retirement plans are dynamic, changing as client’s businesses and tax laws change. They demand continued and careful analysis, IRS compliance review and plan administration. Working closely with consulting actuarial firms allows us to provide the ongoing administration of our client’s plans, including document preparation, annual reporting and servicing.

 
 

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