Retirement Plans

Customized pension plan design for small businesses with in-house administration and funding vehicles.

New or Existing Plan Quotes

Submit Census

New or Existing Plan Quotes
Business' objective for retirement plan

Plan Design

Business’ objective for retirement plan
Lifetime service

Installation

Lifetime service & support

Maximize Deductions & Accumulation

This full-service package offers custom plan design, prototype documents for establishing the plan, and complete plan administration services at very low cost!

(Annual cost $400 – $2,000 based on plan size)

​401(k) Plans ​(including Safe Harbor plans)

​412 (e)(3) Defined Benefit Plans

Traditional Defined Benefit Plans

New Comparability ​Profit Sharing Plans

Small Business Owner

Small Business Owner

Plan Structure Example

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Request a Proposal

Let's Get Started

​Ask your small business clients if they can benefit from a Retirement Plan Review

​Any concepts or illustrations contained herein are for illustration purposes only and should not be relied upon. Please note that federal tax laws are complex and subject to change. Neither the company nor its representatives provide legal or tax advice and this information may not be relied upon for purposes of avoiding any federal tax penalties. Please talk with your attorney or tax advisor for answers to your specific questions.