Retirement & Pension Plan Design

ABOUT

Executive Benefit Plans (EBP) specializes in providing pension and retirement plan services to high net worth small business owners and their employees. EBP pioneered the ‘dual’ or ‘combo’ plan concept combining a cash balance pension with a 401k profit sharing plan permitting business owners to increase their annual tax deductible plan contributions while simultaneously accelerating retirement benefits. Headquartered in the Greater Pittsburgh, Pennsylvania area, EBP serves clients throughout the U.S.

EVALUATE

Form an idea of the amount, number, or value of; assess.
"When you evaluate a tool, you look for quality -- for precision machining"

ANALYZE

Examine methodically and in detail the structure of (something, especially information), typically for purposes of explanation and interpretation.
"We need to analyze anticipated outcomes more closely"

IMPLEMENT

• Set the right expectations. ...
• Build the team and secure resources. ...
• Communicate the plan. ...
• Build out timeline and tasks. ...
• Set up a dashboard for tracking success. ...
• Monitor and check-in regularly. ...
• Be willing to adapt. ...
• Communicate results and celebrate success!