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Group Retirement Plans

Whether you are a one-person entrepreneur or a mid-size organization, offering the right retirement plan is a key decision you will need to make. Having the right plan will not only prepare your current employees for a secure retirement but will assist you in attracting the best qualified job seekers to your organization.

Non-Profit Organization:
Sometimes the extra expense of a retirement plan is not always in your budget. No matter the size or scope of your organization, we can find a plan that is right for you.

  • Non-ERISA 403(b) Plans
  • 403(b) Plans (with or without an employer match)
  • SIMPLE IRAs

For-Profit Companies:
In this competitive landscape, having the right plan can make all the difference.

  • 401(k) Plans
  • Profit-Sharing Plans
  • Cash-Balance Plans
  • SIMPLE IRAs
  • SEP IRAs
  • Executive Compensation Plans

Ongoing Service provided:

  • Vendor selection
  • Investment selection and monitoring
  • Participant education (both on and off site)
  • Administrative support
  • Resource for both employees and trustees