Retirement Plan Services

Winer+Bevilacqua, Inc. offers specialized retirement planning services so clients can make smooth transitions out of the professional world and begin realizing their life-long dreams. Whether you're a sole proprietor, a partnership or a corporation, we serve business leaders in identifying and planning for new leadership, establishing succession and estate plans, identifying exit strategies, establishing pensions and more.

Qualified retirement plans provide one of the few good tax shelters remaining. They can be structured to provide large benefits for professionals and other key employees at a minimal cost for benefits for rank and file. Not only can be help you choose the right benefit plan for your business, but we can also include the most advantageous features or combination of features.

  • Safe Harbor 401(k)
  • Cross-tested contributions
  • Age-weighted contributions
  • Automatic enrollment

We can also collaborate with the investment advisor of your choice on your behalf. If you are not currently working with an advisor, we can provide you with some recommendations. Below you'll find detailed information regarding our retirement planning capabilities. If you have any questions, please don't hesitate to contact us.


Business Division


[+] Succession Planning
We can help you establish a succession plan that allows new leadership to take the helm and continue growing your organization.
[+] Estate Planning & Compliance
What you leave behind is subject to many regulations and stipulations, and we can ensure that it's in compliance with the law — as well as your vision for the future.
[+] Exit Strategies
Exit strategies help individuals extract themselves from difficult situations. Should you require assistance in this area, we can help.
[+] Financial, Retirement + Estate Planning for Executives & Employees
Whether you're an employee or a business leader, we can help you through the retirement process and ensure that what you get back is worthy of the time invested. These services typically cover individual retirement accounts, pension and profit sharing plans, trust and participant accounting, feasibility and selection studies and participant reports.
[+] Defined Benefit + Defined Contribution Planning, Analysis & Consultation
In a defined benefit plan, pension payments are calculated using length of service as well as the salary that you made at the time of retirement. We can help you determine if this is the solution for you.
[+] Third Party Pension Administration
Whether a 401(k), a profit sharing plan, a defined benefit plan or cash balance plan, Winer+Bevilacqua can ensure that your pension is monitored and in compliance with the Department of Labor and Internal Revenue Code.


Healthcare Division


[+] Succession Planning
We help physicians identify new leadership for their practices and begin taking the appropriate steps to ensure that plans are in motion and headed toward success.
[+] Estate Planning & Compliance
We can help you plan how your estate should be divided or managed according to your specifications.
[+] Exit Strategies
Exit strategies help individuals remove themselves from difficult situations. We can help you identify the best route and strategy for exactly that purpose.
[+] Financial, Retirement + Estate Planning for Executives & Employees
We can help individuals on all levels of your practice plan their retirement in a variety of ways. Our retirement planning experts provide management or consulting services that help individuals get the most out of the time they've put in.
[+] Defined Benefit + Defined Contribution Planning, Analysis & Consultation
In a defined benefit plan, pension payments are calculated using length of service as well as the salary that you made at the time of retirement. We can help you determine if this is the solution for you.
[+] Third Party Pension Administration
However you've established your pension, we can ensure that it's managed, streamlined and appropriate so you can enjoy your retirement without hassle.


It’s our goal to help you seamlessly place your business in the hands of the next generation while getting the most value possible.

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