Retirement plans are the primary savings vehicle for most people. They are also the most powerful and flexible tax planning tool available to you.

Alten Sakai helps individuals and business owners choose the right retirement plan from among the many options available. We also administer retirement plans for our clients.

• Plan design: Whether your goal is to minimize your taxes, maximize your retirement benefits, lower employee costs, or increase employee satisfaction, there is a plan designed for you. We will introduce you to plan design, and help you choose the right plan for your situation.
• Administration: Retirement plans may require complicated testing, accurate and timely government filings, distributions and adequate disclosures to participants, tracking of participant loans, and trust account reconciliation. We have extensive knowledge and experience to help you with these tasks. We use advanced software to make the administration of your plan efficient and accurate.
• Consultation: We continually monitor the ever-changing landscape of rules and regulations while keeping an eye on your employee census to determine if you might benefit from changes to your plan or plan design.