Chris Obst, Principal
1616 North Litchfield Road
Suite 240
Goodyear, AZ 85395

Toll Free: 877.736.6767
Local: 623.536.6767
Fax: 623.536.6768
Email: Chris@TrustedPension.com

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Plan Types

Our services typically work in conjunction with the Investment Advisor and Tax Professional to properly establish and maintain the Plan to meet your needs. We consult, design, implement & administer to  the following types of tax qualified retirement Plans:

v Defined Contribution:

  • 401(k) - Traditional (pre-tax) and Roth (post-tax) employee salary deferral.
  • Safe Harbor - Salary deferral with testing avoidance.
  • Profit Sharing - Employer tax deductible contributions using pro rata, integrated, age-weighted or cross-tested allocation formulas.

 v  Defined Benefit:

  •  Pension – Traditional defined target of retirement benefits.

v  Combination Defined Contribution & Benefit:
  •  Cash Balance – Merging of 401(k), profit sharing & pension to maximize contributions.

v  “Owner Only”:

  •  Personal Retirement – Self-employed defined contribution and/or defined benefit for businesses without employees.