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The Wharton Financial Group
PENSION PLANNING
We specialize in the development, implementation and management of a full range of qualifed pension plans, including:
401 (K) plans
Traditional profit sharing plans
Simple IRA's
Defined benefit retirement plans
Executive retirement plans
We provide complete administration and investment services for these plans, including:
Plan design
Employee communications and enrollment services
A wide range of investment choices
IRS-approved plan documents
Preparation and filing of IRS 5500 forms
Quarterly management reports and participant statements
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