Broker Check

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.

 
 

Have A Question?







Thank you! Oops!

Recommended Content

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Financial Fixes: Beware of Market Bubbles

Don't crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.

Surprises

Making the most of surprises is a great reason to work with us.