We consult, design, document, implement and manage your plan for you while you focus on your business.
Retirement plans should change as your personal and business needs change.
As part of our commitment to continuous, personalized service, Falcone & Associates provides you with a single point of contact to assist with the efficient running of your plan.
This quality, one-on-one service, along with in-person and other as-needed meetings with you and your tax and financial advisers, help ensure that the your retirement plan is always in sync with current personal and business strategies.
As a result, all individuals working on your plan are available for more in-depth consultation whenever necessary.
When it comes to retirement plans for businesses, a cookie cutter approach will never work.
Through our evaluation process we assess your needs and build a custom-tailored plan design that is specific to your business.
We begin each evaluation with a comprehensive discussion about goals, available design options, implementation, and ongoing roles and responsibilities.
We are qualified retirement plan experts. Our Enrolled Actuaries, Certified Pension Consultants, Qualified Pension Administrators and ERISA Specialists focus solely on qualified retirement plans by providing:
We want you to achieve your goals. Our expertise and experience encompass all types of qualified retirement plans to help you choose between:
A “written plan” can be a single document or a collection of documents, but must include detailed information about plan eligibility, benefits, contributions, distributions and many other provisions.
Our plan document services help ensure not only customization, but also compliance with regulatory requirements applicable to your plan. We work hard to make your plan administration as efficient as possible by helping you choose the necessary documents and keeping them up to date.
A well-designed plan is only as good as its implementation.
We provide you with a single point of contact throughout the process. This personalized service, along with communication with your tax and financial advisers, help ensure that your retirement plan is in sync with personal and business strategies.
The team members working on your plan are readily available for more in-depth consultation as needed.
Your single point of contact will have in-depth knowledge of your plan and will be there to answer questions as they arise.
It is our goal to save you time and expenses by helping you plan, coordinate and monitor the day-to-day activities involved in administering your plan.
We offer comprehensive IRS and DOL reporting services. Our goal is to ensure that you are in compliance with regulations as they relate to the various filings required for your plan.
In addition to custom retirement plans, we provide traditional Third Party Administrator services for new and existing retirement plans.
We examine your current retirement program and work with you to create a customized solution that meets your needs.
We provide a wide variety of consulting and administrative services for both defined benefit pension and defined contribution plans.
Our mission is to help you and your employees with the best possible benefits provided by a qualified retirement plan. We want you to understand what is being done and how it will help you, your business and your employees.
We streamline our processes in a way that works best for you. We are here to help you in all phases of designing, implementing and managing your qualified retirement plan.
We do not hide behind service agreements. You know our services and your costs with the utmost transparency.
We are not cookie cutter or generic—one size does not fit all. Your custom-tailored qualified retirement plan is designed specifically for your business.
Any question or problem you may have, our professionals are here to guide you every step of the way.
We want to know you. We want you to know us. We value our relationships. While we prefer in-person meetings, we are happy to work whichever way you feel is best.
We help you understand and complete the necessary tasks to ensure you are in compliance with regulations.
