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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

Contributing to a Roth IRA

Did you know if a child or grandchild has a summer job you can contribute to a Roth IRA for him or her up to $5,500 for 2018. This amount cannot exceed the child’s earnings. Inside the Roth, earnings grow tax-free. 

Camps that qualify for dependent care credit

Summer day camp costs qualify for dependent care credit. If your child attends any special camps including but not limited to computers, math or sports don’t forget about the tax break. The expenses for summer school tutoring programs and overnight camps do not qualify. 

Our Team

Meet our retirement specialists

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