Retirement Plans

Whether you are self-employed with no other employees or responsible for a larger organization with many employees, we provide consultation to help you to have the best plans in place to meet your unique goals and situation. Since we work for you and not in the interest of any investment provider, we bring a fresh perspective to objectively find the solution that best suits your goals and bottom line. This may not even require a change in the type of plan or the provider company you have now.

As your fiduciary consultant partner, we will assess your current plan, your goals and budget, all of the available plan options, and recommend ways to optimize your business dollars while minimizing your administrative costs. After you decide about plans, we will manage the process for you to streamline any transitions and free you up to focus on running your business.

Plans Include:

401(k)

403(b)

Money Purchase Pension

New Comparability/Cross Tested Formulas

Non-qualified Deferred Compensation Supplements

Profit Sharing

SEP IRA

SIMPLE IRA

Small Employer Defined Benefit Plans

401(k)

403(b)

Money Purchase Pension

New Comparability/Cross Tested Formulas

Non-qualified Deferred Compensation Supplements

Profit Sharing

SEP IRA

SIMPLE IRA

Small Employer Defined Benefit Plans