Boord & Associates

Qualified and Non-Qualified Retirement Plans

We design client-specific retirement programs tailored to individual objectives. Qualified Plans can be more flexible than many clients realize. We recognize that different companies have varying needs when it comes to retirement planning. Therefore, we build plans to suit the specific needs present. In becoming involved in a client's retirement plan, we provide full service, one-stop retirement planning services.

Many times, where Qualified Plans cannot offer the flexibility to meet a Plan Sponsor's goals, Non-Qualified Plans can fill this need. Non-qualified Plans can be set up to only include a select group of highly-paid executives, allowing them to defer income above that which a Qualified Plan allows. These can also be set up in a way that allows an employer to make contributions as well.

We offer design and consulting regarding Qualified retirement plans, including Defined Benefit Pension Plans, Profit Sharing Plans and other tax deductible programs which will accumulate wealth and retirement funds for the benefit of business owners and employees. Our clients' plans range in size from one participant to several thousand participants. Our services include:

Qualified and Non-Qualified Retirement Plan Design

Required Documentation

Administration Services through JHB

Retirement Program Review

Investment Review

Employee Communication and Participant Education

Other Pertinent Services

For more information regarding Qualified Plan administration, please visit Jacob, Haxton & Boord, LLC.

Larry F. Boord and Thomas D. Wyatt are Registered Representatives and Financial Advisors of Park Avenue Securities, LLC (PAS) 120 East 4^th Street, Suite 1500, Cincinnati, OH 45202. (513) 579-1114. PAS is an indirect wholly-owned subsidiary of Guardian. Boord & Associates is not an affiliate or subsidiary of PAS or Guardian. Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.

PAS is a member SIPC/FINRA

The information on this site is intended for residents of Ohio, New York, Kentucky, Pennsylvania, Montana, Mississippi, Indiana, Illinois, Michigan, Connecticut, Washington DC, Maryland, Maine and Arizona. The financial representatives of Boord & Associates are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Helga Klein at 614-785-6600

The Registered Representatives are securities licensed in Ohio, Michigan, New York, California, Colorado, Connecticut, Florida, Illinois, Indiana, Kentucky, Louisiana, North Carolina, Nevada, Montana, Mississippi and Pennsylvania and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

Financial Representative, The Guardian Life Insurance Company of American (Guardian), New York, N.Y.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product or service. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is appropriately registered.

The Living Balance Sheet® and logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws.

This internet site may provide links to other sites for your convenience in locating related information and services. This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these or other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. This Agency, Guardian and PAS cannot make any representation or warranty as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this Internet site or incorporated herein, and take no responsibility therefore. This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.

100 Old Wilson Bridge Road Suite 214 | Worthington, OH 43085 | (614) 785-6600