Pension Plans – Self-employed individuals as well as any company may benefit from a Pension Plan.

TASC offers a variety of pension plans, from the very basic to individually designed plans that focus on benefits for owners and key persons. We have our own IRS approved prototype documents that offer a great deal of flexibility. We also offer SEPs and SIMPLE IRAs!

To help you determine which plan is best for your business, we offer complimentary qualified plan proposals and comparisons emphasizing benefits of different plan types and designs.

Our Self-Directed Pension Plans provide you the freedom-of-choice in selecting investments for your account. These include, but are not limited to Investment Real Estate, Limited Partnerships, LLCs, Private Stock as well as the full spectrum of marketable securities.

To find out which Plan is right for you or if you would like more information on our Self-Directed Pension Plan services, please complete the request form below.

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New Pension Plan Account Package ( # of packages ) Additional Information: Self Directed IRA Personal Trust Estate Planning Record Keeping Custodial Services
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