With heightened public awareness about the importance of saving for retirement—and a wide variety of employer-sponsored plans now available—the time has never been better to establish new or different retirement plans for the people in your organization. In addition to helping you retain and reward good personnel, many of these plans offer tax benefits that are attractive to both you and your employees.

Brooks’ retirement plan specialists understand the extreme importance of providing personal attention to every individual in your group, as well as giving your management team the information and insights needed to establish the optimal plan for your organization. We will:

• Consider the offerings of numerous investment plans, from a variety of companies, to determine which ones best meet the goals and requirements of your group;
• Assist you in determining your plan’s parameters for eligibility, employer contribution formulas, loan provisions and so forth;
• Advise you about ERISA and IRS compliance issues;
• Provide ongoing communication with employees by conducting group meetings as well as one-on-one consultations as requested;
• Meet with terminating or retiring employees to counsel them regarding their fund distribution options;
• Provide participants convenient access to account information via toll-free phone lines and the Internet.

For a brief overview of the various retirement plan options available, click on the topics at the top.