CPAs & Professional Advisors
Retirement Plan Expertise for You and Your Clients
Retirement planning often intersects with tax strategy, business structure, succession planning, and other important financial decisions. RMS partners with CPAs, attorneys, and professional advisors to provide specialized retirement plan expertise when your clients need it.
An Experienced Resource for Complex Client Needs
Your clients may come to you first when they’re looking to reduce taxable income, prepare for succession, establish employee benefits, or solve an issue with an existing retirement plan.
RMS gives you a retirement plan resource you can bring into those conversations. Our consultants work collaboratively with professional advisors to evaluate opportunities, explain available strategies, and provide the technical expertise needed to move forward.
How We Support Professional Advisors
Retirement Plan Strategy
We help evaluate plan options based on the client’s business structure, workforce, financial objectives, and long-term goals.
Tax-Planning Opportunities
Retirement plans can play an important role in a broader tax strategy. We help evaluate solutions such as 401(k), Profit Sharing, and Cash Balance Plans in coordination with the client’s tax and financial advisors.
Business & Ownership Transitions
When a client is considering succession, a sale, merger, acquisition, or other ownership change, RMS can help evaluate the impact and opportunities associated with their retirement plans.
Complex Plan Issues
From plan corrections and specialized testing to government filings and other unusual circumstances, our team can provide guidance when a client’s situation requires deeper retirement plan expertise.
Know When to Bring RMS Into the Conversation
A client may benefit from speaking with RMS when they are:
- Looking for ways to increase retirement contributions
- Exploring tax-efficient retirement strategies
- Starting or redesigning a retirement plan
- Preparing for an ownership or business transition
- Considering an ESOP
- Experiencing problems with an existing plan
- Outgrowing their current retirement plan strategy
You don’t have to determine the solution before calling us. Bring us into the conversation, and we’ll help evaluate the options.
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