We build intelligent retirement plans designed around your goals, your employees' needs, and ERISA's requirements. Beyond the tax advantages, we focus on identifying and outsourcing fiduciary duties, uncovering your plan's true costs, and employee education.
Outsource Fiduciary Obligations • Reduce Plan Costs • One on One Employee Education and Advice • Investment Policy Statements • Professionally Managed & Highly Diversified Portfolios • Compliance Testing
Qualified Plans: Profit Sharing, 401(K), Age-Weighted, Stock Bonus, ESOP, New Comparability, Cash Balance,
Traditional Defined Benefit, Money Purchase.
Tax Advantaged Plans: SEP, SIMPLE IRA, 403(B), Traditional/Roth IRA
We operate with a teacher's heart, serving you and your employees as stewards of the Plan. We believe saving for retirement now, and offering participant education will lead to long-lasting benefits and employee loyalty.
Copyright © 2021 The Tarascio Group DBA Tarascio Financial Planning, LLC - All Rights Reserved.
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