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The Wharton Financial Group

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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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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck