We are committed to giving your top executives and staff the guidance and educational resources they need. We also help company owners and plan sponsors understand and manage their fiduciary responsibilities, while addressing the many issues and decisions that come with establishing and managing a well-run company retirement plan.
We can help you establish and maintain a wide range of qualified retirement plans and nonqualified deferred compensation plans:
- 401(k) plans
- 401(k) profit sharing plans
- Safe-harbor 401(k) plans
- Owner only/one-person 401(k) plans
- Simplified employee pensions (SEPs)
- SIMPLE IRAs
- Age-weighted/comparability profit sharing plans
- Defined benefit pensions
We also help plan sponsors complete a comprehensive review of existing plan documents to ensure they meet the company’s current objectives and ERISA requirements. Finally, if appropriate, we assist with the transition to a new plan sponsor.
