WSA first evaluates all aspects of your business and determines the philosophy and goals of the business, the owners, and the employees. We then design a benefit plan specifically to meet those objectives and provide your employees with the most cost-effective plan possible.

The types of plans considered include:

• 401(k)
• Target Benefit
• Profit Sharing
• New Comparability/Age Based Plan
• Defined Benefit
• Money Purchase
• ESOP

WSA provides complete step-by-step implementation of your plan, relieving you of the details, in addition to enabling your plan to meet governmental requirements. We will:

• Prepare an IRS pre-approved regional prototype document (which is very flexible).
• Prepare a more customized volume submitter plan which can add flexibility.
• Coordinate the plan with your attorney and accountant.
• Prepare the request for your specific IRS determination letter.
• Prepare Summary Plan Descriptions for plan participants and the Department of Labor.
• Communicate the plan to employees in group meetings.
  
  

Securities offered through
J.P. Turner & Company, LLC (Member SIPC).
"J.P. Turner & Company, LLC is not affiliated with Warren Steinborn Associates"
Legal Disclaimer   Privacy Policy
JPT050610-579