WILLIAM S. JACOBS ASSOCIATES

William S. Jacobs Associates, Inc. has specialized exclusively in the design, implementation and administration of retirement plans for small, closely held businesses. We utilize only qualified IRS pre-approved prototypes for Section 401(k) Plans, Profit Sharing Plans, Defined Benefit Pension Plans and Money Purchase Pension Plans. Our services also include periodic plan amendments and restatements as mandated by the IRS. Unlike many other retirement planning firms we do not sell investments or insurance.

Also known as: William S. Jacobs Associates, Inc.

Primary location: Oyster Bay United States