From designing a retirement plan that is right for you or your company, to addressing ongoing administration, investment results, employee communications, and reporting, we make sure your retirement plan is working for you.
Here is a brief summary of the more important considerations in adopting a retirement plan:
If we assume a yearly contribution of $10,000 by a 35, 45 or 55 year old, who wish to retire at Age 70, while assuming a yearly return of 3%, 5% or 7%, your return over time can substantially impact when and how you enjoy your retirement:
| Age | 3% | 5% | 7% | |
| Yearly Contribution to Age 70: $10,000 | 35 | $604,620.82 | $903,203.07 | $1,382,368.78 |
| Provides a 20 year annual payment @ | 70 | $40,640.02 | $72,475.35 | $130,485.83 |
| Yearly Contribution to Age 70: $10,000 | 45 | $364,592.64 | $477,270.99 | $632,490.38 |
| Provides a 20 year annual payment @ | 70 | $24,506.35 | $38,297.46 | $59,702.62 |
| Yearly Contribution to Age 70: $10,000 | 55 | $185,989.14 | $215,785.64 | $251,290.22 |
| Provides a 20 year annual payment @ | 70 | $12,501.39 | $17,315.20 | $23,720.02 |