Shore Tompkins tailors your retirement plan to meet your unique goals and objectives. We partner with your investment advisor and leading investment companies to bring you a best-of-class retirement solution.
Our mission is to delight you with our high-touch professional service. A credentialed consultant will assist you, proactively offering timely advice. Your retirement plan objectives will guide our planning and advice.
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Cash Balance Plan Interest Crediting: Changes Coming
Cash Balance Plans (CBPs) have seen strong growth in the past 10 to 15 years: In 2010 there were 7,064 CBPs active in the United States. That's an increase of 810% over the 1,337 counted in 2001. However, some companies have hesitated to offer these hybrid...
What to Know If You’re a Highly Compensated Employee
If you're an owner or top earner at your company you might think that being an HCE is simply a matter of whether your salary exceeds a certain limit. In fact there's more to it than that. Knowing the details can help owners and other HCEs avoid unwanted surprises.The...