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Pension Plan Services

Pension Plans for Businesses and Professional Corporations

We focus on innovative retirement solutions that are designed to not only affordable for the business or corporation, but are accountable to the employees and tax-efficient for all those involved. We have many years of training and experience in pension planning and implementation in the not-for-profit arena.

Waddell & Reed has entered into arrangements with many providers of 401(k)s and pension plans which allow us offer a wide array of choices.

As with every engagement we undertake, we will make no recommendation for any client until a complete study and evaluation of the businesses owner’s goals, present position and tax consequences have been made. This may involve other consultants and partners to help make a plan recommendation.

A few of the plans that are offered include:

  • 401(k) Plans
  • Profit Sharing Plans
  • Defined Contribution Plans
  • Simple IRA/Simple 401(k) Plans
  • Simplified Employee Pension Plans (SEP)
  • Deferred Compensation Plans
  • 403(b) Not for Profit Pension Plans
  • Defined Benefit Plans

We offer a no obligation, complimentary consultation to investigate if our services and your organization can be a fit. Contact us to learn more.


07/18