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Look what our clients say!
This is the best plan if you are looking to get large amounts into retirement and live in a high tax state like I do.
S. Buditra
PhysicianEmparion is not like other TPAs. They offered critical advice and were able to structure the plan for my business.
G. Phillips
DentistThe set up took only two days and I made a six figure contribution. It’s not as complex as you might think.
J. Garcia
Entreprenuer
Joseph Daoud
01:40 21 Dec 22
If you are looking to set up a Defined Benefit Plan/Cash Balance Plan with a profesional team, look no further!It was... been a pleasure to work Nicole, Shelby, Casey and obviously Paul. They are not chasing new customers and will actually recommend you these products if they actually make sense for your specific situation.They are always available when you have a question. Their website has actual answers to questions you may have and I encourage everyone to read their blogs and videos on YouTube.read more
Anthony M
07:36 04 Nov 22
Shelby was able to structure a good plan design for me. I think it’ll work well for my company for the next ten years... when I plan to retire. I’m especially happy about the flexible funding schedule and the fact that I won’t be locked into a fixed contribution every year. Emparion has been a pleasure to work with.read more
Fons Ridderbos
10:47 03 Nov 22
As a tax professional, I always look for good tax strategies for my clients. Emparion has one of the best structures... for my clients because of their approach. They really look at these plans as an effective tax deferral for clients. In addition, they understand how to structure these plans for different entities. So it makes it very easy to walk clients through different scenarios and be able to pick the best one for each client.read more
Kylie McLean
12:54 01 Nov 22
I enjoyed working with Emparion to structure my plan. Casey was great at explaining all the details and giving me some... insight into how the plans are structured. I was concerned at first that they would be too complex to understand. Fortunately, Casey was able to make it simple for me. I think this plan will work out great.read more
Felicity Fraser
10:36 19 Oct 22
I set up a plan with Emparion that was frontloaded. It helped me tremendously because I had a very high income that... year and expected it to decline over the next several years. The design was very flexible and gave me the contributions I desired. Highly recommend.read more
Andrea Henderson
06:58 11 Oct 22
I have been making more money in recent years, so I knew I had to do something. My best approach was to set up a... defined benefit plan because of my age and income. I was happy that I could manage my own funds and didn’t have to worry about paying fees to a financial advisor.read more
JD Sigman
18:37 09 Oct 22
Amazing! Super responsive. Was stuck in a really tough situation and Emparion was able to provide a solution that no... other provider could manage. Thank yoU!read more
Dylan Neel
05:57 28 Sep 22
My financial advisor recommended that I set up a plan. I didn’t know much about them, so Emparion walked me through the... process and made the design simple. I appreciate their time with me, my financial advisor, and my CPA. Without everybody involved in the process, it would’ve made it too challenging to complete.read more
Matthew Bettis
05:22 27 Sep 22
The setup process was very streamlined. I got a couple of illustrations and shared them with my CPA. Thankfully, I... could customize the plan to meet my business. They were very helpful in the setup process and walked me through everything. Shelby was especially great to deal with during the onboarding process.read more
Isabella Lyons
05:49 26 Sep 22
My income has been getting higher in recent years, and my tax liability has been increasing as a result. Casey was able... to structure a plan for me where I could frontload some of the contribution to take advantage of the tax deduction. It’s helped me tremendously with my tax liability and retirement savings because I’m a little bit behind. I look forward to working with Emparion over the years to get my retirement account back where it should be.read more
Zak Chan
11:15 19 Sep 22
I was referred to Emparion by a friend of mine. They were able to help me structure a plan within a few days and get it... funded for 2021. No other providers out there were able to help me at the deadline. I am very appreciative.read more
Steven Tressler
05:42 13 Sep 22
I chose an Emparion plan because I needed a big current tax deduction. Because I had a significantly higher salary in... the current year, I was able to front load the plan. I'm thrilled with how well it turned out.read more
Daniel Turnbull
05:35 22 Aug 22
I was happy to get a great tax structure in place. I saved probably $50k in tax so I was happy with the results. I hope... to have a plan set up for at least 7 years, so the tax savings should be excellent. I am glad my CPA told me about these plans and recommended Emparion as an administrator.read more
Jacob Wunderly
08:11 13 Jul 22
My colleague suggested checking out Emparion to know more about retirement structures. I visited their website and I... must mention, that the website has each and every information that I needed. I landed on a complete guide to the Defined Benefit Plans that included Strategies and Pitfalls. I immediately approached them and the team responded fast. The consultation went really well and it was a great help having such experienced and amazing support during my retirement to secure the future.read more
Julian Carr
07:43 06 Jul 22
I wasn’t sure about the process and the plan structure. I approached a few companies that do these plans. Finally, I... approached Emparion and they were very helpful throughout the process. They understood my concerns. I am happy with their service.read more
Alexander Peake
07:24 24 May 22
Until I discovered Emparion, I was trying to do everything myself and it was not working. Emparion was a game-changer... and it can help you find an optimum strategy for your circumstances and goals for retiring.read more
Shawn Garner
10:36 12 May 22
When I came to Emparion, I was concerned about trying to commit to something at a high level of funding. I was not... aware that I could fund at a minimum, maximum, and target level. This set my mind at ease and made me feel comfortable that I can find a plan for the long term. I’m in a high tax bracket and always looking for more tax deductions.read more
Ruth Henderson
05:08 29 Apr 22
I already had a SEP in place. Fortunately, I did not contribute to it because I didn’t really understand the... combination rules. They help me out a lot and kept me out of trouble. Highly recommend.read more
Sheri Campo
07:19 22 Apr 22
I appreciate the fact that they looked at my tax situation were able to help me analyze the tax savings. My CPA didn’t... really know much about these plans so it was nice to be able to coordinate a conference call.read more
Mitchell Stanley
05:17 19 Apr 22
These guys are very quick with the plan set up. I was concerned that I wouldn’t be able to get a plan in place by the... end of the year, but I didn’t have much of a problem. In addition, I was very pleased with the onboarding process. I wasn’t exactly sure what investment custodian I should you use but they helped out a lot.read more
Shekhar Chand
22:26 30 Mar 22
I did not know anything about tax planning before I contacted Emparion. They were very informative and the plan I set... up is saving me thousands on taxes. thank youread more
Nikki Mattsson
22:20 15 Mar 22
I’ve had such a great experience with the Emparion team so far! I was worried I wouldn’t be able to get my retirement... plan sorted out before the filing deadline, but they were able to set it up so quickly. It was also nice to have an on-boarding call, as I was able to get all of my questions answered. Shelby is very friendly and has been a huge help to me throughout the set up process.read more
Jason Whitesmith
23:36 28 Feb 22
Setting up my cash balance plan with Emparion was quick and easy. The guidance I received throughout the process was... great, and any questions I had were answered in a timely manner. Paul has great expertise in this field of work. Not to mention the set up price was cheaper than I had been quoted elsewhere, which is always a plus! Would definitely recommend Emparion's services.read more
Robert Williams
18:24 20 Nov 21
Paul is great to work with and definitely knows his stuff. He made a complex issue very easy to understand and got us... set up in no time at all. It has been a pleasure to work with such a professional.read more
Kyle Scholnick
00:35 14 Jan 21
Working with Emparion and Paul was a fantastic business decision. Customer service is absolutely next level and I have... honestly felt like family. Paul's expertise is the best in the business and as someone who has worked with many accountants, he is the best I have ever had the pleasure of working with. I have read Paul's articles for years on tax planning and they were always more advanced and comprehensive than anything else I read. I never thought I would have the privilege of working with him, but I am very lucky to have the opportunity to do so. I feel taken care of, secure and know I am doing everything to stay in compliance. After shopping through many different plan administrators for cash balance plans there is absolutely no comparison. Emparion has the best product, customer service and the best pricing. Thank you Emparion and Thank you Paul!read more
Keith Finkelstein
18:23 18 Nov 20
Emparion has saved my clients literally hundreds of thousands of dollars in taxes. I run a financial advisory firm with... high net worth individuals and Emparion's retirement plan administration is integral to my planning process. It is amazing how your average CPA or advisor has never even heard of the Cash Balance plan -- let alone mastered it like Emparion. Paul and Shelby do a great job, and I can't recommend their services enough.read more
L Adwani
20:32 23 Oct 20
I came to them to assist me with some retirement structuring. The main reason was that I know they are not custodians... or financial advisors. They purely act as administrators with a tax focus. That was the reason why my plan was structured so well was because I was not looking for someone to provide investment advice. I was looking for a consultant.Most administrators that I’ve talked to look at these plans from a compliance standpoint. That is always important but I want to make sure that my plan is structured to be tax efficient and that it will work for me and my business.Thank you Emparion for the amazing work!read more
Manuel Robin
18:12 07 Jul 20
I had no idea what I was doing before I contacted Emparion. Filled out the contact form just looking for answers and... before I knew it my plan was done. Very good work from the guys at Emparion!read more
Ross Boyle
22:55 04 Jul 20
These guys were the best to work with! It was nice to get some tax advice as well. Highly recommend.
John Wall
22:45 24 Jun 20
Found out about Emparion through a YouTube ad. It's the real deal! Process was seamless and my plan was set up... incredibly fast.read more
Angela S.
02:08 21 Jun 20
I needed my plan set up quickly because I had to get it funded. They got it set up fast and helped with the custodian... account at Fidelity. It was a smooth process.read more
