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Collier, Sarner & 30195 Chagrin Blvd. Legal Phone Number: Seminars & Newsletter |
Retirement PlansMost doctors now know that a retirement plan is the best available tax shelter. And, over the past 37 years, Collier, Sarner and Associates has prepared thousands of IRS approved retirement plans for our clients. Collier, Sarner can analyze new or existing retirement plans to see what is the best design to meet your particular needs. We typically analyze employee data and compensation levels, as well as the practice owner's financial goals and objectives in order to recommend the type of plan and the appropriate benefit formula. All of our retirement plans are designed to meet IRS regulations and legislation. Not only do we set up the original plan, but we maintain it to ensure that it continues to comply with all relevant laws. Collier, Sarner sponsors the following approved Regional Prototype Retirement Plans:
Many clients prefer Collier, Sarner for their practice retirement plan because our fees are fair and we are not affiliated with any brokerage firms, insurance companies or third party administrators. Clients are able to invest their plan assets as they choose and are not tied into limited or expensive investing options. Unlike most plan providers, Collier, Sarner does not charge our clients a yearly fee. We only charge for work actually performed, which is minimal in most years, as little or nothing needs to be done to keep the plan current. When the retirement plan laws require that changes must be made, we are able to keep our fees low by doing the same work for a large number of clients at the same time. |
