RETIREMENT PLANNING

• Plan choice assistance and analysis
• Qualified plan prototypes
  • Defined Contribution Plans
    • Profit sharing
    • Money-purchase pension
    • Paired plans
    • Cash or deferred arrangements – 401(k)
  • Defined Benefit Plans
    • Target benefit plans
  • Other Plan Types
    • SEP/IRA: Simplified employee pension
    • SIMPLE
• Plan implementation and ongoing updates
• Preferred vendor list
• Third party administration