Retirement Plans

Qualified retirement plans are a great way to attract and retain staff.  In addition, potential employer contributions are a great way to enhance the plan for employees and provide tax relief to the employer.  Some of the qualified plans that we offer are:

  • 401(k) Traditional Plans

  • 401(k) Safe Harbor Plans

  • Profit Sharing Plans

  • Integrated Profit Sharing

  • Age-Weighted
  • New Comparability/Cross Tested

Each of these plans offers its own advantages and so our advisors will work with you to figure out which one is most suitable.  Our firm's experience allows us to understand the investment AND the design components.  This unique perspective allows us to coordinate the design of a qualified retirement plan with the overall goals of the employer.