Qualified Plans

Business retirement plans are not bigger versions of individual accounts. They are a completely different animal requiring special knowledge of business structures, IRS compliance regulations, tax implications, and funding strategies.

Plan Services

We support small and medium businesses with analysis, implementation, and optimization of a qualified plan to meet their needs. Our services include:

  • Plan fiduciary services
  • Plan education
  • Plan benchmarking
  • Plan repair

Qualified Planning Process

We employ a highly collaborative process in partnership with your accounting team.

Plan Goals

  • Attract talent
  • Employee retention
  • Incentivize productivity
  • Tax reduction*
  • Owner benefit
  • Exit strategy planning+

Plan Types

  • SEP IRA
  • SIMPLE IRA
  • 401k / 403b / 457
  • Profit Sharing
  • ESOP
  • Defined Benefit
  • Cash Balance

Tell us about your qualified planning needs…