WE CUSTOMIZE BUSINESS SOLUTIONS FOR YOU BASED ON OUR UNDERSTANDING OF YOUR COMPLETE WEALTH PICTURE

COMPANY RETIREMENT PLANS

Many business owners view company-sponsored retirement plans as an important benefit to attract and retain talent while simultaneously providing tax advantages to their business. At Karp Capital, we guide business owners and their employees to and through retirement with passion, experience, and prudent investment management. Our goal is to help you maximize benefits and minimize tax implications.

 

With in-depth experience in qualified and nonqualified plans, Karp Capital can design, implement, and monitor this important benefit for your employees and executives in a practical and cost-effective manner.

 

Our support is coordinated and comprehensive:

  • Fiduciary services: We provide 3(21) investment advisory and 3(38) investment management fiduciary services to our retirement plan clients.
  • Retirement plan and vendor evaluations: By conducting a thorough examination of your needs, we provide a customized plan with flexible and prudent investment options that’s designed specifically for your company’s unique objectives.
  • Implementation: We focus on timely and smooth implementation or conversion of your retirement plan accompanied by an effective employee communications program.
  • Service and support: We offer ongoing education, investment performance reviews, and consulting services.
  • Compliance: We conduct annual compliance reviews that conform to ERISA, IRS, and DOL guidelines.

BUSINESS CONSULTING AND PLANNING

Our wealth management clients who are business owners enjoy the added benefit of strategic guidance to achieve their business goals. Because we understand your personal wealth picture as well as the dynamics of your business, we’re uniquely able to help you with these important areas:

  • Strategic planning
  • Financial management
  • Business succession
  • Business sale

RETIREMENT SERVICES

  • 401(k)
  • 403(b)
  • Safe Harbor
  • Cash Balance
  • Profit Sharing
  • Defined Benefit
  • Nonqualified Deferred Compensation

RESOURCES

Cash Balance Introduction

Think Differently About Your Retirement Plan

FIND OUT HOW KARP CAPITAL CAN HELP TODAY! 1.877.900.KARP (5277)

With 25+ years of experience in the financial services industry, the Karp team is uncompromising in their commitment to help you reach your investment goals.

Karp Capital is uniquely positioned to best support you, and to help you gain the most of your re-insurance investment account.
Access a true one-stop-shop for all of your financial needs and information, including the convenience of a real-time, at-a-glance snapshot, incorporating every element of your financial picture.
We offer an array of services that will help you make sense of your financial picture today and help you plan for tomorrow.

AUTO DEALER REINSURANCE

CLIENT PORTAL

Wealth Strategies and Planning

FIND OUT HOW KARP CAPITAL CAN HELP TODAY! 1.877.900.KARP (5277)