Corporate Services
We provide a suite of retirement plans for small and medium sized businesses through our partnership with the nation’s leading plan providers. Our standing relationships with top tier administrators ensure plan participants receive a high level of service. The goal is to run plans effectively and efficiently so that the plan sponsor can focus on their business. Plans we offer include:
- 401k
- SEP-IRA
- Simple IRA
- Cash Balance*
*Cash Balance Plans are little known but uniquely advantageous corporate retirement plans that can be extremely effective as retirement savings tools for small to medium sized business owners, executives and managers. Ask yourself this question:
- Do I/we want to be able to put away considerably more money on a pre-tax basis than traditional retirement plans allow?
If the answer is yes, a Cash Balance Plan may be a viable and appealing option for your business. Please contact us for more information.