7 Steps to Establish a Pension Plan By Year-End

RMC Group is ready to help you design and sell a pension plan as late as December 31.  Here are 7 steps that you need to take so your client can establish a pension plan by year-end:

  1. Have your client complete the employee benefit questionnaire and need analysis
  2. Review plan options and develop a plan proposal to meet your client’s needs
  3. Review the proposal with your client and make adjustments, if necessary to meets your client’s expectations
  4. Complete the plan administration documents, and pay plan administration fees
  5. Select plan investments*
  6. Make plan contributions *
  7. Review and execute plan documents*

Call RMC Group today at 888.599.5553 to get started.

 

*May be completed in the following calendar year before the due date of your client’s tax return