Maximize Benefits and Minimize Tax Implications
The retirement plan experts at Karp Capital can coordinate and provide comprehensive support for all of the components associated with your retirement plan... 401(k), profit sharing, defined benefit, nonqualified deferred comp, etc. While receiving personalized and cost-sensitive attention, you can rest assured that your retirement plan will work for you today and tomorrow. Our services include:
Retirement Plan and Vendor Evaluation - a thorough examination of your needs to provide a customized plan designed specifically for your company's unique goals and objectives with flexible and prudent investment options.
Implementation - timely and smooth installation or conversion of your retirement plan accompanied by an effective employee communications program.
Ongoing Service and Support - continuous education, investment performance reviews and consulting services. We respond to your needs.
Compliance - annual compliance reviews that conform to ERISA, IRS and DOL guidelines.