Retirement Plans

two hikersWe work with the following types of qualified retirement plans and many others:

  • 401(k), Safe Harbor 401(k), and Roth 401(k)
  • Defined Benefit and Cash Balance
  • Advanced Profit Sharing (“New Comparability”) designs where each participant is placed in his/her own allocation category for maximum flexibility
  • Defined Contribution/Defined Benefit combination plans (DB/DC combo plans)