Retirement Planning

Americans are poor savers. The problem of inadequate savings is compounded by the fact that people are living longer lives. Most people are not accruing enough capital to maintain a satisfactory standard of living in retirement years.

Solving this problem is of utmost importance! The Retirement Planning Division of THE EGIS GROUP works with for-profit and not-for-profit plan sponsors and individuals seeking sufficient retirement funds to maintain the lifestyle to which they have grown accustomed.

THE EGIS GROUP is known for its personal approach to pension and retirement planning services. Consulting with plan sponsors, we design state of the art programs. During plan installation, our team conducts group sessions and meets with each employee. Ongoing enrollment services and program information is also offered. Our input results in a customized program that addresses both the needs of the employees and the business. Emphasis on communication provides greater appreciation for this important benefit. An informed, satisfied workforce contributes to business growth.

Our programs include:

Defined Contribution Plans

Defined Benefit Plans

Simple IRA Plans

Simple 401k Plans

401k Plans

403b Plans

Profit Sharing Plans

SEP IRA Plans

IRA's

For more information on our Retirement Planning programs, please E-MAIL us TODAY at: dpankratz@egisgroup.com.