Employer Sponsored Retirement Plans

Plan Design
Your company, your employees and you can have a cost effective and well thought out retirement plan that addresses your goals and the financial situation of your company.

We work with Third Party Administrators and Actuaries to help create compliant and appropriate design that can:

  • Maximize owner and key employee benefits
  • Create a vehicle to allow the owners to be bought out in a tax efficient way
  • Reduce taxes
  • Encourage employee savings
  • Help all employees ready themselves for retirement

In conjunction with specialized retirement plan service providers and industry professionals, we create a retirement plan that can help reduce the risk employers face by:

·Including flexible fiduciary services which include carefully curated and monitored investment line-ups or delegating all investment authority to another party. For those familiar with industry jargon, this would be the ERISA Section 3(21) and 3(38)

·Outsourcing plan administration and the associated fiduciary risk, such as filings and mailings, to a third party. This is ERISA Section 3(16)

We coordinate all services and provide personal enrollment and ongoing education to all plan participants.

Types of Plans We Offer

  • IRA’s
  • SEP IRA’s
  • 403b
  • 457
  • 401k
  • Profit Sharing (All type, New Comparability, Cross Tested, Etc…)
  • Defined Benefit Plans such as Pensions, Cash Balance/Money Purchase
  • Non Qualified Deferred Compensation