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We consult, design and administer Cash Balance and Defined Benefit plans based on business owner goals

BEON Retirement has the capability to fully administer and service Defined Benefit Plans whether the situation is a single self-employed owner or large corporate employer with 5,000 employees

  • New plan design

  • Annual valuation and determination of deductible contribution

  • Non-discrimination testing

  • PBGC preparation when necessary

  • Plan distribution calculations and distributions

  • Ongoing plan consulting

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