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Looking for a $100,000+ tax deduction?

We’ll show you why we are the #1 plan provider:

  • IRS approved plan document w/FREE filing.
  • Customized illustration based on your business.
  • Detailed analysis of your estimated tax savings.
  • Plan set up in as little as 5 days.
  • Dedicated onboarding with 24-hour support.

Use Emparion Plans on any platform, including:

Charles Schwab E*TRADE Fidelity Vanguard
4.9 Google Rating
1500
Plans
Inc 5000 America's Fastest Growing Private Companies

“Emparion has saved my clients literally hundreds of thousands of dollars in taxes… It is amazing how your average CPA or advisor has never even heard of the Cash Balance plan — let alone mastered it like Emparion.”

Doctor testimonial
Keith Finkelstein
Financial Advisor

Set up, fund, and manage your defined benefit or cash balance plan — all through one streamlined platform. Automate annual filings, optimize tax savings, and keep every document securely organized with Emparion.

Why business owners choose Emparion

1. Bigger deductions, less administrative work

We handle all plan setup, filings, and compliance. You focus on your business — we handle the paperwork.

2. Smarter contributions, better tax outcomes

Each plan is custom-built to your income level and goals, allowing maximum contributions while reducing taxable income.

3. Full visibility and proactive guidance

Every client gets personalized support from our actuaries and plan specialists — ensuring your plan stays optimized and compliant year after year.

Emparion does not provide legal, investment or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact financial results. Emparion cannot guarantee that the information herein is accurate, complete, or timely. Emparion makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Please consult an attorney or tax professional regarding your specific situation.