Planning Solutions
By enhancing retirement wealth through greater contributions and tax efficiency, we empower financial advisors, CPAs, Third Party Administrators and other retirement professionals with the education, customized numerical examples, and the required ongoing compliance and participant support.
With a state of the art proprietary proposal and design tools, we help business owners and their advisors understand the rather complex world of the Defined Benefit and Cash Balance world and review the numbers behind each step as a business explores this advanced phase in the planning paradigm.
Cash Balance Plans
“The JHBenefits proposal system explains in very understandable terms the tax, compliance and wealth accumulation considerations that impact these complex planning solutions. Both our team and our Medical clients really appreciate the clarity and the high touch service provided in both the planning and the ongoing compliance services. We are always pleased to recommend JHBenefits.”
-Steven L. Barnes CPA, President, Advance Practice Management
Client Reviews
What people say about us