Plan Types

We provide administration and consulting services for the following retirement plans and other benefits programs:

Qualified Retirement Plans

401(k) Plans

  • Basic 401(k) plans with or without match
  • Safe Harbor 401(k) plans
  • Simple 401(k) plans
  • Roth 401(k) plans
  • Automatic Enrollment Plans

Profit Sharing Plans

  • New Comparability Plans
  • Combination Profit Sharing plus 401(k) option
  • Plans Integrated with Social Security
  • Plans with same contribution rate for all employees
  • Stock Bonus Plans

Money Purchase Pension Plans

Other Retirement Savings and Benefits Programs

  • 403(b) Plans (ERISA and Non-ERISA I)
  • Tax-Sheltered Annuities
  • 457(b) and 457(f) Plans non-qualified plans for non-profit organizations
  • 409A Plans non-qualified plans for businesses
  • Simplified Employer Pension Plans (SEP)
  • Welfare Benefits Plans (plan design and consulting)
Certified by:

American Society for Pension Professionals and Actuaries

ASPPA Designations (.pdf)

Member of:

NIPA - National Institute for Pension Administrators

SHRM - Society for Human Resource Management

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