employees discussing retirement plans
We offer flexible retirement strategies for employers to help their employees save for their retirement.

Considering Americans are living much longer and spending more time than ever in retirement, a retirement plan is one of the most attractive benefits an employer can offer. In fact, a retirement nest egg is probably the largest amount of money a person will need to accumulate, so any employer who offers retirement security has a significant competitive advantage in attracting and retaining employees.

Our knowledgeable experts will help you determine what type of plan is good for both you and your employees from the following types of plan options:

– Traditional 401k
– Safe Habor 401k
– Profit Sharing 401k
– Roth 401k

– Cash Balance
– Money Purchase
– SEP Plans
– IRAs

The following plan features may enhance the plan value to the company and its employees:

  • Matching Contribution Strategy
  • Profit Sharing Formula and Strategy
  • Auto Enrollment
  • Automatic Deferral Increase
  • Default Investment Options
  • Hardship Withdrawl Positions
  • Loan Policy
  • Vesting Schedule
  • Investment Policy Statement
  • Fiduciary Warranty Protection
  • Third Party Fiduciary Option