SERVICES

Retirement Plan Solutions

Innovative Corporate Retirement Plans that work for the Business Owner.

Chalk, Cullum & Associates serves as Plan Advisors for several Qualified Retirement Plans (such as 401(k) plans), bringing state-of-the-art design solutions to provide maximum benefits for business owners.

Most businesses pay too much for their company's retirement plan. Furthermore, ownership often assumes unnecessary liability put on them by 401(k) companies without their understanding. Because of weak plan design, business owners are unable to take full advantage of tax strategies they should be fully enjoying.

Our approach to Corporate Retirement Plans from the perspective of the business owner. By virtue of advantageous design strategies, we guide the business to amend their existing plan to better fit the needs of business owners. Often the plan revisions are simple and very cost efficient, yet provide tremendous benefits to ownership. Through the understanding of contemporary plan designs, IRS and DOL governance, and the unique goals of business owners, our firm will help owners maximize their tax efficiency and personal wealth.

Retirement Plan Services

  • Plan Advisory / Defined Contribution Plans
  • Plan Advisory / Defined Benefit Plans
  • Design Enhancements
  • Fiduciary Strategies
  • Improved Investment Accessibility
  • Top-Of-Peer Investment Monitoring
  • Plan Sponsor and Participant Education
  • Regular Review and Consultation
  • Cost / Efficiency Analysis

viewpoints

Observations and Updates from CCA
Apr
2

Market Update

2018 is off to a very volatile start in the stock market. The S&P 500 hit an all-time high of 2,872 on January 26 of this year and today ... read more

Feb
6

Market Update

It has been an interesting year so far, to say the least. We are only a few weeks into 2018 and the markets are experiencing remarkable volatilit... read more

Dec
28

New Tax Law Summary

We hope you have all had a very Merry Christmas and are looking forward to a wonderful new year. As you have probably heard by now, on December 2... read more

Oct
16

Market Update

The third quarter of 2017 is in the books and there are only 10 more Fridays until Christmas! This year seems to have flown by. We wanted to tak... read more

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