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.

Benefits of Selling Cash Balance Plans (#4 of 4)

As explained in our previous post (#3 in this series), cash balance plans are often easier for business owners (your clients) to understand and offer more flexibility than many other types of retirement plans. And in our second post we clarified how cash balance plans...

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