Retirement plan guidance for institutions

Having partnered with institutions of varying sizes and industries, we understand how important it is to maximize plan benefits while staying tax efficient. We utilize strategies designed to ensure your plan serves both your needs as an institution, as well as those of your constituents.

Your responsibilities are substantial, and – without additional support – your duties as a plan sponsor can easily absorb precious time. We aim to serve as a seamless extension of your office, providing the support necessary to allow your leaders to focus on growing and advancing your business. Through every phase, we work closely with you to help ensure your retirement plan remains aligned with your preferences as an institution, always propelling you toward your corporate mission.

We have experience establishing and overseeing a variety of qualified retirement plans and non-qualified deferred compensation plans.

Services Include

• 401(k) Plans
• 401(k) Profit Sharing Plans
• Simplified Employee Pensions (SEPs)
• SIMPLE IRAs
• Safe-Harbor 401(k) Plans
• Owner Only/One-Person 401(k) Plans
• Profit Sharing Plans
• Age-Weighted/Comparability Profit Sharing Plans
• Defined Benefit Pensions
• Third-Party Administration (TPA) Partnership