973-239-7772 |  15 Bloomfield Avenue, Verona, NJ | 

About Us

At The Retirement Group, we believe small and mid-size businesses can make saving for retirement — for both the owner and the staff — a feasible, low-cost, and fulfilling endeavor. Our plan specialists design and implement 401(k) and 403(b) plans for small companies and sole proprietorships.

We want to earn your trust and respect — as well as your business — through:

  • Our principled work ethic
  • Attention to detail
  • Total client service and
  • Diversity of plans we offer

 

And once we gain your business, we will work for you every day to keep it.

Contact

Tax Savings For Business Owners

Setting up a retirement plan has more than one benefit. Not only can we help companies save for retirement but we work with companies/business owners and their CPA’s to help them reduce their tax liability. We also help businesses Attract — Retain — Motivate employees. We work with a company’s financial advisor or CPA, to set up customized retirement benefit plans similar to large corporations for a fraction of the cost...attracting and retaining key staff and saving the business owner money at the same time.

At The Retirement Group we are laser-focused on only retirement planning as a TPA. We help financial advisors, CPAs, and bookkeepers navigate through the process on behalf of their clients.

Meet
Richard Beam
CPA, Partner
rbeam@theretirementgroup-llc.com

Richard (Rick) Beam is a Partner in The Retirement Group. Rick specializes in handling business clients with five to fifty employees, guiding them in income tax planning and estate planning. Rick will be responsible for new business and overseeing the team.

Rick has a keen passion to help people and an insatiable appetite for education. By continuing to take courses and add credentials, he is able to observe his clients’ situations and better serve their needs by pulling from his vast resources.

Meet
Craig Castner
Partner
ccastner@theretirementgroup-llc.com

Craig Castner has spent 18 years helping companies establish their retirement plans. He has worked for ADP, ING and most recently American Funds.  He is an integral part of The Retirement Group where he is responsible for new business development and client services. Craig enjoys working with financial advisors and CPAs to help business owners of small and medium sized companies reduce their tax liability.

Meet
Nick G. Giordano
Partner
ngiordano@theretirementgroup-llc.com

Nicholas Giordano is COO at the Retirement Group.  His areas of responsibilities include plan design and implementation.  Nick started his career at Spear, Leeds and Kellogg in 1991.  He was quickly assigned to be the Specialist in charge of running the SPDR ETF.  He was elevated to Vice President in 1997 and Director in 1999.  He was promoted to Managing Director in 2000 when Spear, Leeds and Kellogg was acquired by Goldman Sachs.  He was responsible for the ETF Specialist Group.

Meet
Lucy Cannavale
Third Party Administrator
lcannavale@theretirementgroup-llc.com

Lucy specializes in providing tax compliance and tax planning services, accounting and consulting as well as specializing in small businesses across many industry sectors and nonprofit organizations. Lucy is also in charge of the Third Party Administration Department where she focuses on compliance and administrative work for small business defined contribution plans.

Meet
Denise Peterson
Plan Implementation Specialist
dpeterson@theretirementgroup-llc.com

Denise specializes in the design and installation of 401(k) and pension plans. Denise is able to facilitate single-participant plans as well as those business retirement plans that range from small to mid-sized. Denise works with regional financial advisors and business sponsors in designing a plan, which satisfies the business owner's goals with respect to tax savings and retirement savings. Denise is in charge of new plan implementations and getting plan takeovers complete in an efficient and timely manner.

Meet
Heather Tavolaro
Third Party Administrator
htavolaro@theretirementgroup-llc.com

Heather specializes in identifying and solving problems. Her extensive background includes working with a variety of small businesses, each of which has benefited from her ability to recognize inefficiencies and develop realistic solutions. She works closely with the Third Party Administration Department where she focuses on defined contribution plans for small businesses. She specializes in analyzing and creating plan documents, 401(k) processing, and compliance testing. In addition, she works as a paraprofessional for the Accounting Department.

Meet
Anita Biunno
Third Party Administrator
a.biunno@rsgstone.com

Anita handles many of our larger plans as well as serving in a management capacity. She oversees projects that require the expertise that 35 years of experience brings. Anita also works closely with financial advisors in developing a marketing plan for new business. Anita graduated from Kean College with a BS in Earth Science and a post baccalaureate program in Accounting.

Meet
Gabriel Da Costa
Third Party Administrator
g.dacosta@rsgstone.com

Gabe specializes in large case management, conversions and plan terminations as well as his daily administration of Defined Contribution Plans. Gabe works closely with financial advisors in developing a marketing plan for new business. Gabe also has expertise in compliance testing. Gabe received a BS from St. Johns University and has over 22 years of retirement plan administration experience.

Meet
Janet Wolcott
Third Party Administrator
j.wolcott@rsgstone.com

With her attention to detail and superior organizational skills, Janet provides accurate and detailed results for our labor intensive plans. Janet graduated from Berkeley College and has 30 years of retirement plan administration and human resources experience.