Businesses today, more than ever, are competing to attract the very best
talent. Providing the right retirement benefit is a must!
Let us help design a plan that is right for you.
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401(k)/ Profit Sharing Plan Types
Utilizing our economies of scale you have the
option of choosing a low cost, zero start up
plan with a wide variety of options.
• Traditional Plan
• Safe Harbor
• Roth
• Profit Sharing
• Age Weighted Profit Sharing
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Alternate Plan Options
If a 401(k) plan is not a viable option for your
business, let us find a plan that is.
• Money Purchase
• Thrift Plan
• Simplified Employee Pension Arrangement
• Simple IRA Plan
• Individual IRA’s
• Traditional
• Roth
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Practical Benefits For You & Your
Employees
Enrollment that is done with a handshake and a
smile, not just a letter and a password.
• Paperless, On-line Enrollment
• Participant Education Seminars
• One on One Enrollment Meeting
• Investment Management Support
• Payroll Stuffers
• On-line Loan Processing
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