Essex Financial Services

Pension and Profit Sharing Design

What are the fiduciary responsibilities and other issues associated with instituting a pension and profit sharing/401(k) plan for my business?

Designing an employee pension or profit sharing/401(k) plan requires great skill and finesse. Whether your business is a partnership, an LLC, LLP or corporation, the tax implications can be complex. We can help you shape a plan that meets your goals.

Depending on your needs, Essex Financial Services can help you establish and administer:

This site is published for residents of the United States only. Essex Financial Services' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact us for information and availability.