A Unified Approach to Pension Plan Design and Administration

• Successful management of a retirement plan is a matter of enormous complexity. This is precisely why more and more individuals and corporations are finding that it makes more sense to utilize the services of an independent professional pension consulting firm such as JTV&A.
• Assisting you in the drafting of retirement plan documents and in the submission of required forms to the appropriate governmental agencies for tax qualifying the plan.
• JTV&A focuses on your future. We design qualified plans tailored to your personal needs, assist in plan installation by working with your attorney and accountant, and provide complete annual administrative, accounting, and actuarial services. Faced with a personal and business environment constantly transformed by new laws and ideas, you can look to JTV&A for timely retirement and related tax planning advice.
• In order to provide professional services of the highest quality, JTV&A has unified the talents and skills of individuals with careers in law, accounting, financial management, actuarial, and computer services. This combination of talent is needed to cope with the extensive and complicated requirements of applicable pension and tax legislation and guarantees the broadest possible approach to retirement planning.