Plan Design

The design of your plan is one of the most important parts of the retirement process. A well-designed plan can create efficiencies, avoid fiduciary pitfalls and even enhance employee retention.

Since 1974, we have specialized in designing retirement plans for owners of small to mid-sized businesses. Our plans provide maximum tax savings and worry-free retirement. Our plans guarantee to offer the best results for retirement savings and tax benefits while keeping in compliance with the complexities of government mandated regulations. We are firm believers that retirement planning is not a one-size-fits all proposition. In addition, we work in conjunction with your advisors to fully utilize the tax benefits available under prevailing laws and regulations and to ensure your income for future years.

Types of Plans

Defined Benefit
Cash Balance
401(k) Traditional and Roth
Profit Sharing
403(b)
Non-Qualified Deferred Compensation
Cafeteria Plans
QDRO
457 Plans

FAQ

BESPOKE
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TARGETED
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