Osborne &
Nelson, Inc. first evaluates all aspects of
your business and determines the philosophy and goals of the
business, the owners and the employees. We then design a
benefit plan specifically to meet those objectives and
provide your employees with the most cost-effective plan
possible.
The types of
plans considered include:
401(k)
New Comparability
Profit Sharing
Defined Benefit
Money Purchase Pension
Age Weighted
Osborne &
Nelson, Inc. provides complete step-by-step
implementation of your plan, relieving you of the details,
in addition to enabling your plan to meet governmental
requirements. We will:
Prepare our own IRS
pre-approved regional prototype document (which is very
flexible).
Coordinate the plan
with your attorney and accountant.
Prepare the request for
your specific IRS determination letter.
Prepare Summary Plan
Descriptions for plan participants and the Department of
Labor.
Communicate the plan to
employees in group meetings.
3012 McHenry Ave., Suite E Modesto, CA 95350
In the
next five years, 39% of family-owned firms will
experience a change in leadership due to retirement
or semi-retirement.
- Source:
The Family Firm Institute and Business Courier, 2/4/00
your business and determines the philosophy and goals of the
business, the owners and the employees. We then design a
benefit plan specifically to meet those objectives and
provide your employees with the most cost-effective plan
possible.