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Individual
Plans
Properly planning for your retirement involves carefully
reviewing your current situation, determining what you will
need to live comfortably when you retire, and then putting
a plan into place to meet your retirement goals. Our independence
allows us to provide you with a wide range of choices and
the objective guidance and discipline to help you meet your
goals.
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Group
Retirement Plans
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Our
clients can choose from an extensive menu of retirement plans,
from several major plan providers. After identifying the type
of plan to best meet the company's needs, we review several
different programs from various providers. This flexibility
in plan selection can increase plan participation as well
as employee satisfaction. Our semi-annual, on-site educational
reviews also satisfy the employer's fiduciary requirements
defined under the communications to employees rules in the
IRS code (section 404C).
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- 401(k)
Plans
- Profit
Sharing Plans
- Simplified
Employee Pension Plans (SEP)
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- Simple
IRAs
- Money
Purchase Pension Plans
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