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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

How Long Should I Keep Records?

The length of time you should keep a document depends on the action, expense, or event which the document records. Generally, you want to keep documents for a period of 7 years. Keep copies of your filed tax returns. They help with future tax returns and making computations if you file an amended return.

Our Team

Meet our retirement specialists

Calendar of Events


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