Partnering with you to provide a customized solution to fit your firm’s unique needs. We are here to help you compare plan types, cost, investments, and to offer educational and support services.
Available Plan Types:
- Defined Benefit
- Cash Balance
- Profit Sharing
- 401(k)
Meet your financial objectives with a variety of plan strategies:
Safe Harbor: Maximize contributions while reducing limitations associated with testing
Social Security Integration: Formula awards higher-paid employees with a larger percentage of their compensation
Cross-tested: Different employee groups defined and separate contributions made to each group