Qualified Retirement Plans
We plan for the future. One of our expertise is assisting with the design and implementation of custom retirement plans. By conducting a retirement plan review we can show you where you may be able to maximize your bottom line and still add/provide value to your employees. We provide clients and companies with side-by-side comparisons of retirement plan structures in order to seek the most beneficial plan design on an individual basis.
Wilkerson & Reynolds Wealth Management can now call the only two Certified Plan Fiduciary Advisors in Columbia their own. Jared Reynolds, Co-founder, and Ben Dierkes, Advisor Associate, recently earned the CPFA credential from the National Association of Plan Advisors (NAPA) by exemplifying proficient skill, commitment, and familiarity with retirement plans desired in plan fiduciaries. NAPA is part of the American Retirement Association and created the qualification alongside the nation’s leading advisors and retirement plan experts.