Pensions and Qualified Plans

Retirement Plans

Everyone is interested in planning for retirement. We can help owners and employees of small- and mid-sized firms undertake a comprehensive evaluation of available, qualified plans, including:

Simple IRA/401(k)

Roth IRA/401(k)

401K

403(b)

SEP

Profit Sharing

Money Purchase

Defined Benefit

There are several excellent qualified retirement plan options available.  Many small employers are recognizing the advantages offered by new "safe-harbor," "comparability" and "super comparability" 401(k) retirement plans. We suggest you contact us for a detailed analysis of the different plan designs available. You can also check out the following websites for more information. We provide these links for your information only. When you click on a link, you will leave our site and go to a website that is not controlled by us.  In following the link, you acknowledge that any information viewed on, obtained from, or linked to shall be at your sole risk:

ING Retirement Plans

Investopedia

MetLife Qualified Plan Solutions

Nationwide Best of America

Nationwide Financial

Oppenheimer Pinnacle 401(K)

Pension Benefit Guaranty Corporation

Preferred Pension Planning Corporation

Principal Financial Group

R. P. Mills Associates, Inc.

TIAA-CREF

This is only a partial list of companies from whom we can offer products.  This is not intended to be a solicitation for, or a recommendation of, any of these companies.