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Osborne & Nelson, Inc.               

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Plan Administration
Plan Design
Team Approach
 
 

Specializing in Qualified Retirement Plans

  
Team Approach

The Solution for Plan Recordkeeping & Consulting

Plan Sponsor
bullet Establish Plan Objectives
bullet Select Funding Policy/Objectives
bullet Provide Census Data
Osborne & Nelson, Inc.
 
bulletPlan Design & Installation
bulletParticipant Recordkeeping
bulletPlan Level Consulting
bulletActuarial Services
bulletReports to Government Agencies
bulletCommunication Materials

Working together to provide effective administration
 

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Profit Sharing

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401(k)

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Money Purchase Pension

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Defined Benefit Pension

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New Comparability

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Age Weighted

 

3012 McHenry Ave., Suite E Modesto, CA 95350
As a company, we believe in providing our clients with clear solutions in a complex world. We believe in service - first, last and always. We believe that long-term customer relationships are more important than short-term gains and will never sacrifice the former for the latter.