As a Partner and Consultant, it is my role to educate clients, prospective clients, Financial Advisors, CPA’s, EA’s and accountants on how qualified retirement plans work. The ins and outs of plan operation can be very complex and confusing; hence it is my personal objective to make sure that I communicate the internal workings of a plan in a simple and understandable way (most have found this very valuable). My process is always goal and objective driven; one plan does not fit all. Typical plan goals are maximizing owner’s contributions to build retirement wealth and providing meaningful tax deductions along with providing benefits to attract and retain key employees in this competitive environment. Through a comprehensive analysis, I am able to design a plan that meets/exceeds the plan sponsor’s needs, goals and objectives. Also, through the review/discovery process (for existing plans) I will identify issues, challenges and problems so that we can find the appropriate processes/solutions on a go forward basis. At Nicholas Pension Consultants we provide tailored designs to meet plan objectives and an administration process that is comprehensive yet simple for the end user.