Shore Tompkins Actuarial Resources is a leader in the design and administration of all major types of retirement and pension plans, including 401k, 403b, and Cash Balance plans. But that’s only part of what we do.
Whether you’re a Plan Sponsor or a Financial Advisor, we help you make smart decisions by clarifying your options. Listening to you and understanding your goals is our first priority, because it’s essential to developing the flexible, long-term solutions you need.
Keeping you informed is a key part of our job. Changes in laws or methodologies can affect retirement plans greatly. We communicate these changes quickly and clearly to our clients, helping them make smart, strategic decisions.
Please click the three tabs below to learn more about how we work and why surveys confirm that 98% of our clients are “Extremely Satisfied” with the service and strategic advice of Shore Tompkins.
Our consultants average over 20 years of professional service in the retirement plan business.
With Shore Tompkins your plan is designed and administered by experienced professionals — the kind you need to ensure that your plan meets its compliance requirements.
Rather than simply act as processors, we consult with you and your staff to deliver value-added service. Knowing the legal and regulatory details of retirement plans as well as we do, we provide practical, creative approaches to meeting your needs.
Each of our professionals spends at least 25 hours per year in formal, continuing professional education. We believe that our memberships in the American Academy of Actuaries (AAA), Society of Actuaries (SOA), and the American Society of Pension Professionals and Actuaries (ASPPA) are important elements in our ability to provide the highest level of actuarial advice and service available.
Plans that meet the needs of business owners and their employees, based on unique factors.
You know the challenge: attract, retain, and reward employees while maximizing retirement assets for the business owner(s) and key executives. How?
We look not only at the owner’s cost objectives, but also at the company’s financial history, number of employees, their tenure, compensation, and other factors — some of them unique to that company.
Other key questions we address: how much retirement income is appropriate, and how it should be allocated between employer-provided benefits, 401k deferrals, social security benefits, and other employee savings.
We utilize creative plan designs with varying benefit formulas for the owners and other classes of employees. In many cases, contributions on behalf of each owner may exceed $100,000 and, in aggregate, the owners may receive over 90% of the benefits under the plan.
Ever wondered whom to call with your retirement plan questions?
Shore Tompkins gives you a dedicated retirement-plan professional who knows your plan and its goals inside and out. This consultant will understand your unique needs and will customize our services to meet those expectations.
Your Shore Tompkins professional also helps by translating technical terms and issues into language you can understand and act on. Just as important, he or she returns your emails and phone calls promptly.