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Retirement & Benefit Services

It's all about the details.

Retirement and Benefit plans vary from business to business. At Porte Brown, our trained consultants recognize the uniqueness of each plan and take a proactive and personal approach to designing a qualified retirement or benefit plan.

Why it's important.

Porte Brown’s retirement and benefit services are customized to fit the needs of our clients. Our comprehensive understanding of employee benefit plans, along with our expertise in tax knowledge, allows us to optimize our administrative services and identify your specific retirement or benefit plan goals.

How we do it.

Porte Brown LLC specializes in safe harbor 401(k) and cross-tested plan design, as well as non-qualified deferred compensation plans. Our goal as the Third Party Administrator is to assist the plan sponsor in meeting their fiduciary responsibilities, so they can focus on their business and employees.

Our full-service Retirement and Benefit Services Practice Group capabilities include:

Retirement Plan Design and Consulting

IRS and DOL Compliance Review

Plan Administration

401(k) Vendor and Fee Review

Porte Brown makes benefit plan sponsorship an asset to your business and to your employees.

Next step:

Retirement Tips                       Elderly couple with their accountant

When to Start Receiving Social Security


We Help You Get to Your Next Level

Get in touch today and find out how we can help you meet your objectives.


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