Emparion

At Emparion, we help physicians across the country build tax-efficient retirement structures that most CPAs and financial advisors don't fully understand — or rarely implement. We design and administer cash balance plans, defined benefit plans, 401(k)s, and other advanced retirement vehicles, then tailor the strategy to your specific situation to lower your tax bill and grow your retirement.

  • Large, fully deductible contributions — Many of our plans let you contribute well over $100,000 per year, all tax-deductible.
  • Administrators, not salespeople — We're a third-party administrator, not a financial advisor or custodian, so we have nothing to sell you on the investment side.
  • Fits your existing setup — Keep your current financial advisor, or hold assets at custodians like Charles Schwab, Vanguard, or Fidelity.
  • A strategy built around you — We review your situation and recommend the structure that maximizes your deduction and retirement growth.

Contact us today or call us at 1-844-340-1000 for a free, customized cash balance plan illustration or retirement consultation.

Contact:

Gilbert, AZ
[email protected]
(844) 340-1000
www.emparion.com

Fee Structure

We provide free illustrations and a consultation to inquiring business owners.

Typical set-up fee for a 401(k)/profit-sharing plan:
Owner Only Plan is $590
Safe Harbor & Profit sharing with participants $1,200

Typical annual cost for a 401(k)/profit-sharing plan:
Owner Only: $590
Safe Harbor + Profit Sharing: $1,200 + $100 per participant

Typical set-up fee for a cash balance or defined benefit plan:
Base price (includes 1 owner + spouse): $1,790

Typical annual fee for a cash balance or defined benefit plan:
Base price (includes 1 owner): $2,290. There is no AUM fee.

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