Retirement Plans

Retirement plans are an important component to supporting a successful business, there are a number of things they accomplish for businesses of any size. When an employer offers a retirement plan, you provide a path to their financial wellness and illustrate how much you value their commitment to your business. They are also an impactful way to be competitive when attracting talent.

As a business owner, a retirement plan allows you to reduce your taxable income, give your retirement savings a boost and provide diversification to your assets outside of your business.


Compare Our Most Common Plans

Our Comprehensive Services

 Custom Retirement Plan Design

 Employee Education and Enrollment

 Investment Selections Assistance

 Company Needs Analysis

 Tax and Payroll Considerations and Implementation

Plans we offer

401(k) - A 401k plan is a defined contribution plan offered by a corporation to its employees. It allows employees to set aside tax-deferred income for retirement purposes. Employers determine if they will match employee contributions and at what percentage.

Solo 401(k) – A solo 401(k) is a plan for business owners with no employees other than their spouses who are also employees. It offers the same tax benefits as a 401(k) but allows the employer to save as an employee and employer. Learn more

SEP IRA - A SEP (Simplified Employee Pension) IRA is an inexpensive retirement plan designed specifically for owner-only and small businesses. Contributions are made entirely by the company and are tax-deductible business expenses. Employer contributions are made on a pre-tax basis into an individual IRA for each eligible employee and the investments grow tax-deferred until withdrawn.

SIMPLE IRA - A SIMPLE IRA is an inexpensive retirement plan designed specifically for small businesses. Employee deferrals are deductible as part of salary expenses and company contributions are deductible business expenses. Employee contributions are made on a pre-tax basis and the investments grow tax-deferred until withdrawn. Employers must contribute a match using specific rules as consideration. Learn more

403(b) - A 403(b) is a retirement plan for certain employees of public schools, certain tax-exempt organizations and certain ministers. Both employee and employer may contribute to the plan. Contributions and earnings grow tax-deferred.

457 - These plans are available to state or local government or a tax-exempt organization under IRC 501(c). The funds grow tax deferred until withdrawn in retirement.