- 6302 W Ave N Palmdale CA 93551
- [email protected]
- 732-359-6178
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We help business owners in designing and selecting retirement plans that maximize tax benefits and contributions for employers while minimizing employee contributions. A well designed plan can also help with employee retention.
Types of Plans
Selecting appropriate service provider/s by evaluating services provided, fees, participant education and support. Support HR in set up process. Conduct participant enrollment meetings.
Service Providers
All plans should be monitored on an on-going basis and as a plan sponsor it is good practice to formalize a process around monitoring service providers. Monitoring service providers also helps plan sponsors proactively identify opportunities to improve the plan.
Monitoring includes
PNR Financial Services LLC is a Registered Investment Advisor, working with clients on Retirement Plan related matters on a fee-only basis. Although we are only compensated for the Investments, we specialize in working with other providers in Plan Design, Implementation and Monitoring, and customized Pension Plan solutions, for businesses.
PNR Financial Services LLC is a Registered Investment Advisor, working with clients on Retirement Plan related matters on a fee-only basis.
