Retirement Plan Administration from a Birdseye view
Save on Taxes, Save on Time
At Birdseye Pension Group, we specialize in simple retirement plans to help small business owners and their employees save money on taxes, reduce errors, and save time.
Our Commitment to Excellence:
Easy Administration: We manage every aspect of your retirement plan, from custom design to compliance testing, ensuring that your plan operates smoothly.
Accuracy and Compliance: Our expert team, with AI backed technology, stays ahead of regulatory changes, keeping your plan accurate and compliant to protect your business from potential penalties.
Technology-Driven Efficiency: Leveraging advanced platforms like Stax.ai and state of the art document software, we streamline all aspects of plan management to improve communication and operational efficiency.
Automated Data Collection: Our state-of-the-art digital tools minimize paperwork and save you valuable time, making plan administration easier than ever.
Transparent Billing: We believe in clear and predictable pricing. Our flat monthly fees come with no hidden costs, providing you with peace of mind and better budget management.
Future-Ready Integrations: By partnering with industry leaders like Empower and other major Recordkeepers, we continually enhance our services with the latest technology, ensuring your plan remains cutting-edge and efficient.
Our Services
-
Designed specifically for self-employed professionals, small business owners, and their spouses, a Solo 401(k) is the ideal way to grow your pre-tax earnings while maximizing retirement savings. This plan offers substantial tax advantages, allowing you to contribute more and reduce your taxable income, all while securing a financially stronger future. Take control of your retirement with a plan that works as hard as you do.
-
Empower your employees and strengthen your business with a company-sponsored 401(k) plan that allows them to save pre-tax income for their future. Offering a Traditional, Profit Share, Safe Harbor, or ESOP 401(k) not only enhances employee loyalty and retention, but also provides your business with valuable tax benefits. Build a stronger workforce while leveraging a powerful retirement strategy that works for both your employees and your bottom line.
-
Our Pension and Cash Balance Plans are designed to maximize retirement savings with generous contribution limits and strategic tax advantages, making them ideal for business owners and high-income earners. These plans offer a tailored approach, allowing you to build substantial wealth while optimizing tax savings, ensuring a secure financial future.
-
Unlock the full potential of retirement savings by combining the strengths of 401(k) and Defined Benefit plans with our Combo Plan services. This powerful strategy allows for significantly higher contributions, maximizing both savings and tax benefits. Ideal for high earners and business owners, a Combo Plan provides the best of both worlds—ensuring a robust financial future while optimizing tax efficiency..