Retirement Plans

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.

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
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


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