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
