Are you a new company looking to set up a retirement plan?  Maybe you are a seasoned company that finds it necessary to establish a retirement plan to retain the staff you have spent both time and hard earned money to train.  Or maybe your existing retirement plan does not meeting your needs for today.  These scenarios are addressed by Miles & Associates every day.  Retirement savings can be the single largest factor in determining your financial future and the actual design of your plan will have the single greatest impact.

Exploring Your Options

When we meet with you at the consultation stage, we’ll pinpoint your needs, objectives and gather essential background information to determine what plan(s) will best suit all your needs.  Miles & Associates will analyze employee data for ranges in age, compensation and years of service that could offer advantageous features to the business owner.  Whether it’s a popular Safe Harbor 401(k) plan or more complex defined benefit plan, we can recommend the right plan to meet your company

Evaluating Your Plan

If you already have a retirement plan… Is the plan working for you? Your employees?  Are you getting your money’s worth?  Is your plan correctly following today’s ever-changing tax code?  We’re here to help you address all these questions and more!

Taking Care Of It All

Rest assured.  We’ll tailor your plan and put it to work for you, from beginning to end.  In short, we take care of it all.  Our services encompass everything from initial consulting to reporting to you, your employees and the government agencies.  Our role is to keep your plan in compliance and you informed about changes and trends so that your retirement plan meets your needs today for tomorrow.

You know your business. We know ours.  And we’re here to make your qualified retirement plan work harder for you.

Isn’t it time to get in touch with Miles Retirement Plan Services?