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.
FILL OUT THIS FORM FOR MORE INFORMATION ON RETIREMENT PLANNING:
PLAN TYPES:
We have the plan type that best fits your firm.
PLAN STRATEGIES:
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