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The Small Business Pension Program is designed to make it easy for you to open the plan -- so you can stay focused on helping your clients invest. Here are ways EMJAY Retirement Plan Services, Inc. can help you.

  • Create an online customized proposal instantly. Select Create a Proposal on this Web site. Type in your client's name, date of birth and income. The proposal will estimate the maximum allowable contribution for your client, annual tax savings and the total accumulation at retirement. Print it off to show your client.

  • Expertise to help you present to clients. EMJAY Retirement Plan Services, Inc. will answer your questions about the plan design, eligibility and technical issues by phone or e-mail.

  • Join you to meet with your client. EMJAY DB Specialists can join you by phone when you talk to your client or his/her CPA.

  • Quick turnaround. Have the completed prototype defined benefit Adoption Agreement and other plan documents in your hands within ten business days. Or, if you prefer sent directly to your client.

  • You're always in the loop. EMJAY will notify you when the plan is established so you can help your client open an investment account for the plan.

 

Write
EMJAY Retirement Plan Services, Inc.
Attn: Small Business Defined Benefit
5001 North Lydell Avenue
Milwaukee, WI 53217

 

Phone
1 (866) 269-2573

Highlights
Questions

For more information call
Retirement Consulting Services at
1 (888) 738-1546, option 1

   
  UBS Financial Services Inc. Retirement Consulting Services 1200 Harbor Blvd. Weehawken, NJ 07086
Copyright 2001-2006 Leaffer Shapiro, LLC. All rights reserved.

UBS Financial Services Inc. does not provide tax or legal advice. Your clients should consult their tax or legal professional regarding their retirement plan. The Small Business Pension Program is a service mark of UBS Financial Services Inc.

For Broker/Dealer Use Only. This material has been prepared by UBS Financial Services Inc. for broker/dealer information only, has not been filed with the NASD and may not be reproduced, shown or quoted to members of the public or used orally or in written form as sales literature.