What We Do

Professional Retirement Services, Inc and Attorney Retirement Services  create and service all types of retirement plans.  The types of plans that we work with include, but are not limited to:

  • Traditional 401(k) Plans
  • Safe Harbor 401(k) Plans
  • Profit Sharing Plans
  • New Comparability Profit Sharing Plans
  • Traditional Defined Benefit Plans
  • Cash Balance Plans
  • 412(i) Plans
  • Combinination 401(k) Profit Sharing Plans
  • Combination 401(k) Cash Balance Plans
  • SEPs
  • SIMPLEs
  • IRAs

 

Because the entirety of our practice is dedicated to servicing retirement plans, we are familiar with all types of plans currently in use and can help you to determine which plan will be most advantageous for your individual situation.  We also have an alliance with a number of Third Party Adminstrators (TPAs) that can help with plan design and compliance testing.

PRS has many clients of all sizes and different industries, but works mostly with small businesses with the following characteristics:

  • 1-100 employees
  • Professional fields (attorneys, physicians, dentists, engineers, architects, etc)
  • Located in Southeastern United States

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck