Business Transition Planning
Merger & Acquisition Planning

Nonqualified Benefit Planning

Qualified Benefit Planning
Estate, Income, & Asset Protection Planning
Insurance Protection Planning
Capital Asset Management
Group Benefits


The ATERPTM Plan is an Employer Sponsored Retirement Plan that provides owners and employees with a systematic and structured method to save for and protect their retirement in an ERISA covered retirement plan (ERISA covered retirement plan assets are not part of a bankruptcy estate and cannot be attached by creditors). The ATERPTM is a new form of retirement plan that combines many of the benefits of 401K Plans, Roth IRAs and Deferred Compensation Plans while removing the negative components of those plans.

Please click on the files below to learn more about the ATERPTM Plan.

ATERPTM Brochure

ATERPTM Executive Overview

For more information , please contact Joe Scocca directly by email at or by phone at 856-234-3338 x208.