For almost two decades, Berry Dunn retirement plan and compensation program specialists have helped business clients get the most from their deferred compensation and other retirement plans. Many of our clients want to be able to provide benefits for a select group of management for purposes of both reward and retention. In order to be competitive, businesses also need to provide broad-based retirement plans (such as 401(k) plans) for their employee population at large.
We help clients review various arrangements that can provide the best fit for their organization, including 401(k) and 403(b) plans, stock option plans, stock appreciation rights (SAR) arrangements, phantom stock, supplemental executive retirement plans (SERPs) and others. We help employers work through the alternatives and design a plan structure that will meet each client's goals while ensuring compliance with the myriad - and seemingly ever-changing - tax rules that govern such arrangements.
Berry Dunn specialists bring practical expertise to the table so our clients have a plan that adds value to their organization, meets regulatory requirements, and engages their employees.
We are committed to bringing you knowledgeable, innovative and grounded solutions that will help you succeed. As new rules, regulations and contribution limits to plans develop, we will keep you abreast of those changes-view the left side bar for recent updates.
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See how clients have saved money, optimized tax treatments, and helped their employees and owners to save.
Clients tell us that it’s our ability to customize plans and our focus on hands-on education for their employees that makes the difference for them and distinguishes us from others.
If you have a 401(k) plan or are looking to design a new plan, we would be happy to provide the same support for your plan and your employees as we have for our other satisfied clients.
Our Retirement Plan Consultants are professionals with years of experience in plan design and administrative plan management.
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