Our firm’s mission is to provide public agencies with the
information and the turn key programs they need to meet
the retirement and health care needs of their employees.
ASSISTING IN PUBLIC SECTOR HEALTH CARE FUNDING

Plans and trusts for funding health care are an increasingly important component
of compensation for public employers. Complex issues such as obligations for
retirees, benefit cutbacks, managed care issues, FICA costs, Medicare funding,
all require a comprehensive approach. Our Firm focuses on bringing all the
issues to the table to assist management and labor to make informed decisions –
and offering turnkey programs to implement these decisions.
ASSISTING IN PUBLIC SECTOR RETIREMENT PLANNING

Our Firm has assisted public agencies of all types and sizes in implementing
supplemental retirement plans. These plans meet a  number of important and
diverse needs as:

   Early retirement incentives
   Supplemental retirement plans for key employees and select groups
   Vehicles to accumulate assets to purchase service credit
   Alternatives to Social Security for part time employees


PROGRAMS & SERVICES
VEBAS
ROLLOVER PLANS
SOLO PLANS
TERMINAL PAY
HARRP
RETIREMENT CONSULTING

Terminal Pay Plan "TPP"
Public Agency Retirement
Planning
is the Administrator
of the San Diego County
Terminal Pay Plan.

If you are a participant in the
Plan you can find information
about the Plan by clicking on
the above link.
PUBLIC AGENCY RETIREMENT PLANNING