Retirement Plans

Are you faced with the complexities of Retirement Plan due diligence, education, implementation and obtaining ongoing optimum market performance? At Rohling Wealth Management we take great pride in our dedication and experience in the Defined Contribution and Benefit arena for the individual, business owner and corporate client. We will help you uncover the most powerful way to secure one’s future by appropriately positioning you for a targeted retirement, diversifying your hard-earned nest egg and helping you take tax-advantaged steps every stride of the way. Please take the time today to schedule an appointment with one of our team members and begin to confidently navigate the sophisticated waters of ERISA policy and investing.

And Remember: The New Roth 401(k) is here starting January 1st, 2006. Designated Roth contributions are a new type of contribution that can be accepted by new or existing 401(k) or 403(b) plans. This feature is permitted under a Code section added by the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA), effective for years beginning on or after January 1, 2006. If a plan adopts this feature, employees can designate some or all of their elective contributions as designated Roth contributions, (which are included in gross income) rather than traditional, pre-tax elective contributions. So, starting in 2006, elective contributions come in two types: traditional, pre-tax elective contributions (elective contributions are also referred to as elective deferrals) and designated Roth contributions.

Here is a sampling of the types of programs our clients utilize for retirement along with your Client Needs Analysis link:

• Simple IRA Plan
• SEP IRA Plan
• 401(k) Plan
• Safe Harbor 401(k) Plan
• Profit-Sharing Plan
• 401(k) Individual Plan
• Age-Weighted Plan
• New Comparability Plan
• Super Comp Plan
• Defined Benefit Plan
• Individual Defined Benefit Plan
• Nonqualified Deferred Compensation
• Client Needs Analysis