Retirement Plans

  • We specialize in designing creative plans for all types of privately held businesses ranging from the one person sales rep to the large manufacturer.
  • Plans can be designed to favor certain employee groups or individuals.
  • Large tax deductible contributions can exceed $200,000 per year for individual key employees/owners.
  • Full design services, plan drafting, administration and actuarial services available.
  • Employee education, enrollment and consulting.
  • All IRS, DOL, PBGC reporting and compliance.
  • Investment advisory services and Fiduciary compliance.
  • Distribution planning and tax minimization.

Plan types include:

  • Defined Benefit Pension
  • Cash Balance Pension
  • 401(k) – Roth, Safe Harbor and one person plans
  • Profit Sharing (Cross tested)
  • Simplified Employee Pension (SEP)
  • Simple IRA
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Jaras Financial Services, Inc. and our editorial staff. Material presented is believed to be from reliable Sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory Services are offered by Jaras Financial Services, Inc. a Registered investment Advisor in the state of Ohio. The presence of this web site shall in no way be construed or interpreted as a Solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Ohio or where otherwise legally permitted.