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Qualified Retirement PlanningDue to Enron like issues that are happening in the market place, the fiduciary liability that is being placed on businesses has increased significantly. The need for good, reputable and knowledgeable retirement planning expertise, to advise employers how to correctly set up employee retirement plans and meet all the requirements outlined by governments has never been greater. The following are planning firms that Triium has qualified through referrals and exploration of their services:
TUFFORD-HUGHES & ASSOCIATES Without planning, many businesses lose their way. The tools and techniques of business planning, however, are as complex and unique as the businesses that use them. Swenson Anderson Financial Group advisors offer business owners a process that focuses on successful planning strategies tailored to your particular business. Planning areas include: *Business Succession Planning
*Informal Business Valuation
*Buy-Sell Analysis
*Selective Executive Benefits
*Key Person Retention
*Deferred Compensation
*Non-Qualified Retirement Planning
*Qualified Retirement Plans
*Existing Plan Analysis
*New Plan Design
*Funding Alternatives
*Risk Management
*Key Employee Coverage
*Group Benefits Analysis
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Robert D. Tufford, CLU, ChFC Bio
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