ERP Actuaries & Consultants

Executive Retirement Planning (ERP) is an actuarial and retirement consulting firm that offers consulting and administrative services with a focus on small and mid-size businesses and partnerships. ERP's expertise provides the level of consulting in retirement planning that is typically thought to be available only to large companies and partnerships. ERP designs plans that are tailor made specifically for the business owners to maximize their retirement savings and tax advantages at minimal costs while providing valuable benefits to employees.

ERP strives to incorporate the best features of both the defined contribution and defined benefit plans into a combination plan. A combination plan allows the owner to take full advantage of saving for retirement by integrating the maximum contribution amounts permitted under defined benefit and defined contribution regulations. ERP is the only firm with the experience and technical expertise to design, implement and provide on-going support for the most lucrative and cost-effective pension plans.

Investment Advisors – From start to finish we provide you with plans that help your client realize their short and long term financial goals. read more..

CPAs – ERP helps CPAs by implementing a qualified retirement plan for clients wanting to maximize their tax-deferred savings. read more..

Business Owners – With innovation and strict compliance, ERP builds your retirement plan so that you and your employees are provided for and protected. We strive to maximize the owners’ retirement savings and tax advantages at minimal costs. read more..

412(i) Plan – Is it right for you?

A 412(i) is a defined benefit plan that is funded exclusively with fully guaranteed insurance products such as annuities read more..

Do you need to be limited by the $49,000 Profit Sharing Limit? Hint: The answer is NO!

Defined Benefit plans are qualified retirement plans where the benefit is defined read more..

Cash Balance Plans

Defined Benefit Plans for the 21st Century read more..

Would you like to avoid annual ADP/ACP discrimination test failures?

The safe harbor feature may be best for your 401(k) plan read more..