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Plan Types

Finding the right type of pension or retirement plan for you is critical. Typically, we ensure the business owner receives the majority of plan benefits while keeping employee costs low. We ask some of the following questions:

  • Who is to benefit from the plan?
  • Can you commit to a fixed, annual contribution?
  • How much contribution flexibility do you need?
  • Can you describe your employee demographics?

We want to make sure that the plan we design meets your business and retirement needs perfectly. We work with you every step of the way. A well-designed plan will help you reach your goals faster. Some types of plans include:


  • Defined benefit
  • Cash balance
  • 401(k)
  • Profit sharing





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