Retirement Tax Architects

Review the plan you already have.

Anthony Coleman, NQPC

717-553-2257 | tony@retirementtaxarchitects.com | retirementtaxarchitects.com

Book a 15-minute plan review: https://scheduler.zoom.us/anthony-coleman-purv31/15-mins-with-anthony

Important disclosure

Retirement Tax Architects and Anthony Coleman provide general information about employer retirement plans and related insurance products. This website and any conversation started from it are not tax advice, legal advice, or investment advice. They are not an offer to sell any security or insurance product.

Retirement Tax Architects is not a certified public accounting firm, a law firm, or an investment adviser registered with the U.S. Securities and Exchange Commission or any state. Anthony Coleman is not acting as an investment adviser or broker-dealer representative through this site.

Insurance and retirement-plan products are available only where Anthony Coleman is licensed and appointed. Product availability, features, and costs vary by carrier, state, and individual facts. Any plan design, administration, or funding work is performed by independent specialists. Those firms are separate from Retirement Tax Architects.

Plan fiduciaries

Where a plan uses outside fiduciaries, those roles are filled by independent firms engaged for the plan — typically an ERISA §3(16) plan administrator for specified administrative duties and an ERISA §3(38) investment manager for discretionary investment management.

Those appointments allocate defined fiduciary functions under ERISA. They do not eliminate the plan sponsor’s responsibility to select and monitor those providers, and they do not transfer tax, legal, or settlor decisions to Retirement Tax Architects.

Retirement Tax Architects does not act as a 3(16) administrator or a 3(38) manager, does not take discretion over plan assets, and does not serve as the plan’s named fiduciary.

Illustrations, contribution examples, and discussions of possible tax treatment are hypothetical and depend on IRS rules, plan documents, compensation, demographics, and other facts that must be verified. Tax treatment can change. Consult your own CPA and attorney before acting.

Past performance, prior cases, or example designs do not guarantee future results. No strategy is suitable for every owner or every practice.

Privacy

If you book a call or email us, we use your name, contact details, and meeting information to schedule and follow up. Calendar and video are provided by Google and Zoom. We do not sell your information.

If you received a message from this firm in error, please delete it and notify us.