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

Qualified Benefit Planning

Qualified Plans are established by an employer (or sponsor) to provide retirement benefits for employees and their beneficiaries. Qualified plans allow the employer a tax deduction for contributing to the plan, and employees do not pay taxes on plan assets until these assets are distributed; furthermore, earnings on qualified plans are tax deferred.

Qualified Plans include such plans as:

- Defined Benefit Plans
- Defined-Contribution Plans
- Profit-Sharing Plan
- Stock-Bonus Plans
- Money-Purchase Plans
- 401(k) Plans
- 412 Plans
- 419 Plans
- Third Generation Plans

At the Valens Group, we have extensive experience in reviewing existing plans and designing new plans for you and your business.

For more information on The Valens Groups' Qualified Benefit Planning, please call us at 856-234-3338 or email us at: