Corporate Retirement Plans

There are a number of retirement plan options for both companies and individuals to use to establish a retirement plan. We begin the process by evaluating the needs and budget of the employer or individual in order to determine which type of retirement plan will fit their needs. We then secure proposals on their behalf from several providers to give them a number of options from which to choose from. We then assist them with the implementation and employee meetings so that everyone is familiar with the program.

We offer assistance with the following types of retirement plans:

• 401(k) Plans
• 403(b) Plans
• Profit Sharing Plans
• Defined Benefit Plans
• Deferred Compensation Plans
• SIMPLE Ira Plans
• SEP-IRA Plans
• One Person 401(k) Plans
• IRA’s (Traditional, Rollover & Roth)