Shore Tompkins tailors your retirement plan to meet your unique goals and objectives. We partner with your investment advisor and leading investment companies to bring you a best-of-class retirement solution.
Our mission is to delight you with our high-touch professional service. A credentialed consultant will assist you, proactively offering timely advice. Your retirement plan objectives will guide our planning and advice.
Cash Balance plans have become very popular with business owners looking to save on taxes and accumulate more long-term wealth. But how do they work? A Cash Balance pension is a qualified retirement plan under IRS guidelines known as a hybrid defined benefit plan...read more
Have you heard of Cash Balance retirement plans? You should! Cash Balance plans have become one of the fastest growing retirement plan design options in the last few years and one that investment advisors should add to their portfolio of retirement products. Why are...read more
Employers and lawmakers have long grappled with how to increase employee participation in company-sponsored retirement plans. While participation has risen in recent years, especially at larger companies that have implemented automatic enrollment, the Department of...read more