RTU
RTU Advantage RTU-Retirement Plans RTU-Welfare Plans RTU-Principals


What type of services does RTU specialize in?

v    Custom-design of pension plans that will most effectively meet the objectives of small-business owners – plans that:

        ü     Favor older, higher-paid owners;

        ü     Maximize salary deferral and tax deduction for owners and highly-paid;

        ü     Minimize cost for rank-and-file employees;

        ü     Adequately provide the owners’ desired replacement income; and

        ü     Have complete discretion and flexibility as to contribution. 

 v    Turn-key pension plan administration for small-to-medium sized business owners. 

 v    Development of materials that would effectively communicate the small business’s programs to its employees. 

 v    Diagnostic review of existing benefit programs to ensure compliance with current regulations. 

 v    Calculations required for compliance with accounting standards.


 

Actuarial and Employee Benefit Consulting

6 Hilshire Grove Lane, Houston, Texas 77055

713/463-5900; Fax: 713/932-0925

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