Qualified Plan Options

SEP & SIMPLE-IRA Plans - easy to establish and because these plans do not require the services of a third party administrator, there are no administrative fees to pay.

Profit Sharing Plans - contributions are paid by you for all employees eligible to receive a contribution under the plan. There are different ways to structure a profit sharing plan. Your age and salary, as well as the ages and salaries of your employees will determine which plan will help meet your goals.

401(k) Plans - an employee deferral plan that can help encourage employees to save for their own retirement.

Defined Benefit Plans - contributions are paid by you for all employees eligible to receive a contribution. These plans require a high, fixed contribution amount and are suitable for a business where the owner is close to retirement and wants to contribute a large amount of money in a short period of time.

Complete the free qualified plan design analysis form today to see if it makes sense for your business.