Phone(315)437-2484   Email [email protected]   Location5015 Campuswood Dr, Ste 204, E. Syracuse, NY
Employee Benefits Syracuse NY Insurance, Retirement Specialists in Syracuse NY
Enjoy Your Retirement - Retiring Optional

BDS provides a consultative approach to retirement plan design and administration. We assist our clients in defining their financial objectives, complete a needs analysis, and assemble a vision profile based on what we have learned about them through listening and understanding their needs.

Retirement Plans: Contact Us
Retirement/Pension Plans

Retirement Plans

Qualified Retirement Plans offered include:

Profit Sharing:

  • Salary Ratio
  • Integrated
  • Age Based
  • New Comparability
  • 401(k) Traditional, Roth (with and without Safe Harbor)
  • 414(h) Pickup

Pension:

  • Split funded Defined Benefit
  • Fully insured Defined Benefit [412(e)(3), formerly 412(i)]
  • Cash balance Defined Benefit
  • Money Purchase
  • Target Benefit

 Other Plans:

  • SEP
  • SIMPLE
  • 403(b)
  • IRA

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