➤  EMAIL:  info@BlueprintRS.com
➤  PHONE: 267-935-9001

 

 

Blueprint Retirement Services designs and administers Cash Balance Plans and 401(k) Profit Sharing Plans to help self-employed individuals and small business owners accelerate their tax-deferred retirement plan savings. We partner with financial advisors and CPAs to help take the complicated world of qualified retirement plans and provide simple and easy-to-understand solutions.

 

 

Retirement Savings for Small Business Owners

  • Qualified retirement plans such as Cash Balance Plans and Profit Sharing Plans offer significant tax deductible contributions.
     
  • We design the retirement plans to accumulate a significant proportion of the benefits to the small business owners.
     
  • Plan assets continue to grow tax-deferred until retirement.
     
  • Assets in qualified pension plans are generally protected from creditors under ERISA law even if the business goes bankrupt.

Partnering with Financial Advisors and CPAs

  • We partner with you to design the retirement plans best suited to your client's retirement savings and tax deferral goals.
     
  • We prepare the plan documents, adoption agreements, resolutions, and trust agreements for the plan sponsor's legal review.
     
  • We provide all ongoing administration and actuarial services to ensure IRS and DOL compliance.
     
  • You maintain your current relationship with your client relating to all investment decisions.