CE Credits

NASBA APPROVED CE CREDIT FOR CPA’S ON THE 2006 PENSION PROTECTION ACT

(Provided by JPC Retirement Planning)


Journal of Accountancy

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Our Process

When selecting qualified retirement plans that best suit your company's goals and objectives, you must first know all of your options. Understanding the importance of a well-informed decision, our team of designated professionals tests your census data against the entire universe of qualified plans to produce an illustration of an optimal plan design for you and your accountant.

Plan Comparisons

Types of plans or combinations of plans that are analyzed by our team of actuaries, tax attorneys and CPA's for each client include the following: