In today’s complex world, business owners need a trusted team of advisers to guide their business strategy and defend against blind spots. And those advisers should all be on the same page. That’s why at NestEggs, we proactively collaborate with our clients’ other trusted advisers. This willing collaboration provides synergy and continuity of strategy. Don’t go it alone, let NestEggs help!
A Qualified Retirement Plan can be a vehicle for business owners to reduce their annual income tax burden. In our custom proposal process, NestEggs can show you multiple plan-design scenarios and the resulting tax savings / tax efficiency if any exists. A Qualified Retirement Plan can and should evolve each year with your business. But yet the market believes in a “set it (generically) and forget it” approach. With that in mind, NestEggs typically reviews our clients’ plans at least twice annually alongside their CPAs to aide in the broader tax strategy for that owner. For that reason, we have established a reputation among prominent CPA firms up and down the eastern seaboard who view us as an integral part of their team. In fact, we’re proud to say NestEggs receives more referrals from CPA firms than any other referral sources, due to our consultative, tax-conscious, fiduciary approach. If you don’t believe us when we say that we’re different when it comes to designing Qualified Retirement Plans, have your CPA engage in the process during your due diligence with us and then you can take THEIR word for it!
Registered Investment Advisers often focus their practice on managing the money of individuals and opt to not manage the money within Qualified Retirement Plans. NestEggs is the opposite. We only manage Qualified Plan Assets. So a very natural synergy has evolved between NestEggs and numerous Independent Advisers who want authority over their clients’ Qualified Plan assets but lack the ability or desire to manage so many singular plan participants and the accompanying challenges of qualified plans. In these scenarios, we do all of the heavy lifting for the adviser—designing the plan, record keeping, enrollment/education for plan participants, ALL administration/communication—and then simply have the partnering Adviser manage the fund menu while we serve as an ERISA §3(21) fiduciary. This enables the Adviser to deploy the money management strategies they use in the business owner’s personal account into the business owner’s Qualified Retirement Plan. This gives business owners the peace-of-mind that the same person is strategizing on the investment of ALL of their assets.
The consequences of an improperly designed estate plan can easily include substantial loss of tax-deferral and loss of benefits from a qualified retirement plan to the remaining family member or other beneficiaries. The estate planning community, including attorneys, CPAs, and financial advisers, need to work closely together to create solutions that meet the client’s goals and needs. With proper planning, qualified retirement plan assets can be worth many times more than their original value to the beneficiaries. Without proper planning, the beneficiaries may receive only a fraction of the original value of these accounts. 
NestEggs is proud to work alongside numerous Trust and Estate Attorneys for the benefit and maximization of our mutual clients. We are consultants with a nuanced understanding of complex Qualified Retirement Plans like Cash Balance Pension Plans and Employee Stock Ownership Plans that are often utilized in the Estate Planning process. As a business owner, you cannot afford to have your company’s retirement plan with a company that doesn’t provide NestEggs’ level of technical expertise and collaboration.
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