PLAN Administration

We provide Plan Administration oversight for a multitude of private retirement, business, and estate plans, including but not limited to:

  • Creditor & Tax Exemption Planning for:
    • Private Business
    • Private Investments
    • Private Real Estate
    • Private Equity
    • Family Offices
  • Business Plans
    • Corporate
    • LLC
    • Revenue Risk Management Plans
    • Revenue & Equity Growth Plans
    • Succession Plans:
      • Buy-Sell Arrangements/Agreements
      • Exit Strategy – Sale
      • G2 (Next Generation Transfer) – Continuation & Perpetuation
  • Retirement Plans
    • Qualified Plans: 401k, Profit-Sharing, Cash Balance & Defined Benefit
    • Non-Qualified Deferred Compensation
    • California Private Retirement Plans
  • Life Insurance Plans
    • PRT LIFEsm & PRT Split Dollarsm
    • Employer-Owned Life Insurance (EOLI)
  • Estate Preservation Plans
    • Beneficiary Distribution Plans
    • Family Legacy Management
    • Charitable & Wealth Redistribution Plans

Call us today at 800-730-3020 if you need help administrating your Plan or Trust.

Maximum Values & Greater Benefits for Minimal Cost