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.

How Do Cash Balance Plans Work?

How Do Cash Balance Plans Work?

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...

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3 Types of Automatic Enrollment in Plans

3 Types of Automatic Enrollment in Plans

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...

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