Compensation Planning

At Compensation Planning, we're dedicated to providing customized retirement plan solutions that help businesses save taxes, time, and money. With years of experience and a team of experts, including an Enrolled Actuary and two IRS Enrolled Retirement Plan Agents, we offer a range of services designed to optimize your retirement plan and meet your unique needs.

Our Services

Our team of experts will work with you to design and implement a customized retirement plan that takes full advantage of the current tax law. We offer a range of services, including plan design and implementation, administration and consulting, ERISA compliance resolution, section 125 cafeteria plans, pension valuation for divorce, and more. Whether you're a business owner looking to save for retirement or an advisor seeking to provide expert guidance to your clients, we're here to help.

Why Choose Us

At Compensation Planning, we're committed to providing responsive, personalized service to each and every client. Our team averages 20+ years of experience, and we act as an extended HR department for 401(k) and Cash Balance plan needs and questions. We're "Pension Nerds" who love problem-solving and educating clients, advisors, and ourselves, and we have a proven track record of helping businesses save taxes, time, and money.

Our Mission

Our mission is to provide customized retirement plan solutions that help businesses save taxes, time, and money. We're dedicated to providing expert guidance, personalized service, and trusted support to help you achieve your retirement goals. Whether you're a business owner, advisor, or accountant, we're here to help you save smarter, work less, and retire better.