REAL TAX SAVINGS

With Next-level Retirement Plan Guidance

STOP GIVING THE IRS MORE OF YOUR COMPANY’S TAX DOLLARS!

Retirement plans are one of the most impactful tools a business owner has to reduce taxes, save for retirement, and create employee goodwill. You need a 401(k) plan advisor whose mission is to put tax dollars in YOUR pocket first, your employees second, and the government last!

PK Retirement’s team of expert advisors can effectively manage all the complexities of your 401(k) plan. We can put a comprehensive strategy together with the goal of minimizing your taxes and maximizing your retirement.

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Tax Savings

We have decades of tax experience, allowing us to design and customize a 401(k) plan with the goal of putting money into your pocket first, employees second, and the IRS last!

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Mitigate Fiduciary Risk

Retirement plans come with specific reporting and compliance requirements. Our retirement plan fiduciary review and recommendations are designed to strengthen your fiduciary protection.

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Investment Guidance

The PK Retirement Team can develop a menu of investment options tailored to meet the goals of plan sponsors and participants.

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Next-level Service

For more than 25 years, we’ve placed the highest priority on providing business owners next-level customer service.