A Small Business
When housing prices in Southern California were plummeting in 1990, Lloyd and his marketing director went to lunch and found themselves discussing the idea of leaving their parent company to launch a new business of their own. Read
Medical Director Interviews
On Retirement Plans. Retirement rarely comes up in discussions, but it is very much on our physicians' minds. Read
A Large Law Firm
In 2006, one of Los Angeles' largest law firms needed to provide a program for additional tax-deferral for the dozens of partners. The 401(k) Profit Sharing contributions of $45,000 were just not enough. Read
A Large Medical Group
The mid-career physicians were dissatisfied with the quality of a 200-physician medical group's pension plan. Read
Leading Radiology Group
A leading radiology group in Southern California was enjoying profitability. Read
A Small Law Firm
A seven-partner Los Angeles law firm added a Cash Balance plan several years ago, but they were limited in their contributions by pension laws that were in place at the time. Read
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