William S Jacobs Associates Inc
4.0
Specializes in retirement plan design, implementation, and administration for small, closely held businesses.
About
William S. Jacobs Associates, Inc. has specialized exclusively in the design, implementation and administration of retirement plans for small, closely held businesses.
We utilize only qualified IRS pre-approved prototypes for Section 401(k) Plans, Profit Sharing Plans, Defined Benefit Pension Plans and Money Purchase Pension Plans. Our services also include periodic plan amendments and restatements as mandated by the IRS. Unlike many other retirement planning firms we do not sell investments or insurance. Every business has unique retirement planning needs and goals. Our plans offer a multitude of options not available to “simpler” types of plan documents. We will meet with potential clients and their financial and/or tax advisor to design a plan for their retirement goals. Each year we gather the necessary data from the client and their financial and/or tax advisors in order to calculate contributions, distributions and benefits for the preparation of tax forms.
Services
Section 401(k) Plans
Qualified retirement plans offering tax-deferred savings for business owners and employees.
Profit Sharing Plans
Flexible, discretionary plans allowing employer contributions based on business profitability.
Defined Benefit Pension Plans
Pension plans where retirement benefit amount is predetermined based on actuarial calculations.
Money Purchase Pension Plans
Defined benefit plans with contribution limits similar to profit sharing plans but less flexible.
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