Plan Design

Qualified retirement plans offer a tax advantage benefit  to your employees and significant tax savings to your business. Each type of plan has inherent strengths, restrictions and legal requirement. All can be highly advantageous with proper planning, implementation and administration.

Whether you have an existing plan or are considering a new plan, we can design a benefit plan for your company. Our analysis includes the make up of your workforce, the desires of the owners and key executives and the culture of the company. We will design plan that fit your company’s needs.

  

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