Set up a retirement plan for your company's greatest assets.
A retirement benefit plan is one that is set up by a company to provide retirement and separation benefits to its employees. A qualified retirement plan is a plan approved by the Bureau of Internal Revenue to have complied with the requirements for tax exemption.
We can assist companies with no existing retirement plan:
- Assistance in crafting the Retirement Plan Rules and Regulations
- Assistance in filing with the BIR for tax exemption certification
- Portfolio design in accordance with the company’s Retirement Committee instructions/objectives
- Active portfolio management and review
- Quarterly financial statements to apprise company on retirement fund performance
We can assist companies with existing retirement plan:
- Review of existing plan’s portfolio
- Active portfolio management and review
- Assistance in the update of application of BIR Tax Exemption Certification