Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs, etc.) can provide significant tax advantages for closely held businesses and self-employed individuals. In addition, they can serve as a tremendous reward to employees. We can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. We have relationships with some of the most creative pension advisory firms specializing in this area. Together we have produced safe, sound and financially rewarding employee benefits for many of our clients.

A summary of our services in this area include:

• plan selection
• plan design
• year end planning and calculations
• third party administration (TPA)
• investment selection
• investment implementation

Let us help you design and implement a plan that is right for you. Please contact us for a free consultation!