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Retirement Services

Grand Management Group has helped many healthcare professionals start their businesses as well as make the transition into retirement.  We recognize your unique needs and meet them with service that is hands-on, ensuring the retirement you are working towards. We can work with your existing plans or start new ones.

Profit Sharing and 401(k) Plans

  • Profit Sharing
  • 401(k) Elective
  • Roth Elective
  • Safe Harbor
  • Cross Tested

Trust and Participant Accounting

  • Plan Valuations  - Annual / Quarterly
  • Participant Certificates
  • Contribution Calculations - Annual / Quarterly
  • Plan Testing
  • Plan Amendments

Cafeteria / Section 125 Plans

  • Medical Reimbursement Flexible Spending Plan
  • Dependent Care Plan
  • Health Insurance Premium Plan
  • Adoption Assistance Flexible Spending Plan

Health Savings Accounts

  • Set-up, design and educate

News & Notices

Changes to Itemized Deductions

The standard deductions are $24,000 for married couples filing a joint return, $12,000 for single filers and $18,000 for head of household. People age 65 or older filers who are blind get an additional $1,300 per person and $1,600 is unmarried. 

Sneaky Wash- Sale Rule

The wash- sale rule prohibits taking a capital loss write- off if you purchase substantially identical securities within 30 days before or after a sale. 

Our Team

Meet our retirement specialists

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