Accumulation

Our Retirement Planning Division provides a diverse range of customized retirement plans for our clients with an emphasis on tax efficiency and broad diversification across asset classes.

Affordable Administration
Choice of Various Investment Platforms
Investment Advice
Specific retirement plans include;
- 401K Plans and Safe Harbor 401(k) Plans
- 403(b) Plans
- 457 Plans
- Deferred Compensation
- Defined Benefit Pension Plans
- Profit Sharing Plans
- Roth IRAs
- SEP Plans
- Simple IRAs
- Traditional IRAs
Our professional services and support include;
- Customized Plan Design
- Annual Plan Reviews
- Investment Advice and personalized asset allocation
- Employee education
- Executive benefits
- Investment policy statements
- Fiduciary due diligence of plans

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and David White and Associates are not affiliated. Additional products and services may be available through your Investment Advisor Representative through David White and Associates that are not offered through AIC. Securities products are limited to residents of states in which your Investment Advisory Representative is licensed. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Investment Advisory Representative. Read it carefully before you invest or send money. An Investment Advisor Representative from David White and Associates will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.