Company Retirement Plans

There are a variety of retirement plans we explore when working to provide solutions to our business owners. Each plan works differently and we work diligently with our clients to come up with a strategy that is appropriate for their company.

Some of the more common plans we recommend are:

  • Defined Benefit Pension Plan
  • Money Purchase Pension Plan
  • Profit Sharing Plan
  • 401(k) Plans
  • Employee Stock Ownership Plan (ESOP)
  • Tax Sheltered Annuities
  • Keogh Plans
  • Simplified Employee Pensions (SEP)
  • Savings Incentive Match Plans for Employees (SIMPLE)