Retirement plans and obligations

What the law requires, how company plans and PERA fit together, and how to keep your plan compliant and tax qualified.

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What RA 7641 requires, how the minimum retirement benefit is computed, and who qualifies.

The Supreme Court says not without their clear consent. What the ruling means for your plan, and what to check now.

Who carries the investment risk, how cost is determined, and how RA 7641 still applies to both.

How the mandatory obligation and the voluntary account differ, and how they now work together under CMEPA.

How a BIR registered, tax qualified plan lets employees retire tax free and makes contributions deductible.

How PERA fits into compensation, the higher contribution limits, and the new employer deduction under CMEPA.

Our team can review your plan, check where you stand, and look at options that fit your people.