Direct Recognition VIP

 

A Qualified Retirement Plan Designed
to Optimize Benefits & Minimize Risk

Direct Recognition VIP

 

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Thinking Outside the Box,
Without Stepping Out of Bounds

Cherry Bekaert Benefits consultants sets the standard with “business smart” plans that are efficient, effective and responsive to the specific needs of each client.

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Maximum Flexibility

The Direct Recognition VIP plan is designed to the specific objectives of each plan sponsor. Participant account balances increase/decrease in direct relationship to investment results.

No Under-Funding

Direct Recognition VIP eliminates the under/over funding complications of traditional DB and Cash Balance plans, and increases contributions far in excess of defined contribution Profit Sharing/401(k) plans.

Administrative Ease – High Tech, High Touch

The professionals at Cherry Bekaert Benefits Consulting combine “business smart” perspective with state of the art systems to design, implement and administer cash balance, 401(k) plans, profit sharing and traditional pension plans.

 

Total Access

Online account balance and reports, 24/7.

This information is intended for informational purposes only and not intended to replace the advice of a qualified tax advisor.

Cherry Bekaert Benefits Consulting, LLC is a Chernoff Diamond Affiliate. Chernoff Diamond & Co., LLC is a Managing Member of Cherry Bekaert Benefits Consulting. Chernoff Diamond & Co., LLC offers Investment Advisory Services through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Chernoff Diamond & Co., LLC is independently owned and operated. Chernoff Diamond & Co., LLC, is a member of M Financial Group. Please visit mfin.com/DisclosureStatement.htm for further details involving this relationship.

Chernoff Diamond and their registered representatives are currently licensed to sell variable life and annuity products, as well as other securities products, in the states of California, Connecticut, Florida, Georgia, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Virginia, Wyoming and Washington DC. Residents of other states should consult with a local registered representative for securities products.

Proper state registration is mandatory prior to conducting business in any state.

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