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Retirement Planning

You’re probably already familiar with the old adage that if you fail to plan, you plan to fail.

Overview

You’re probably already familiar with the old adage that if you fail to plan, you plan to fail. Similarly, at Leone, McDonnell & Roberts, Professional Association we believe if you’ve secured a plan for retirement, you’ve planned for a secure retirement. Through our affiliation with Compass Retirement Consulting Group, Inc. (CRCG), we can help you get there.

CRCG provides full-service, value-added retirement planning. As a third-party retirement plan administration and consulting firm, their focus is to create customized retirement plans that match the uniqueness of your business. Ultimately, CRCG strives to reduce the administrative burden of your staff associated with plan administration, help meet your fiduciary responsibilities and communicate your plan’s benefits to your employees. Now that’s peace of mind for a prosperous future.

We provide a wide range of services to plan sponsors for qualified and non-qualified retirement plans and can assist you with:

  • Employee and trustee meetings
  • Retirement plan administration
  • Retirement plan consulting
  • Retirement plan design
  • Retirement plan documentation
  • Actuarial valuations, certifications and cost studies