Retirement Plan Services

401k Plans

  • Plan design based on needs and goals for the plan
  • Plan education for plan sponsors
  • Transparency of fees
  • Sample Investment Policy Statement
  • Education Policy Statement
  • Quarterly performance reporting
  • Fiduciary Briefcase
  • Annual fee benchmarking review
  • Vendor search assistance as needed (once per 3 years-minimum)

Additional Retirement Plans

  • Employee Stock Ownership Plan (ESOP)
  • 403(b)
  • 457 Deferred Compensation
  • Defined Benefit Plan
  • Cash Balance Plan

Nonqualified Deferred Compensation Plan

A nonqualified executive benefit plan offers an additional way for business owners and key employees to save for retirement. Contribution limitations on qualified retirement plans can make it difficult for highly compensated employees to save enough money to have adequate retirement income. There are a variety of nonqualified plans that can help close this gap, including:

  • Deferred Compensation - Defined Contribution
  • Deferred Compensation - Incentive Bonus
  • Deferred Compensation - SERP (Supplemental Employee Retirement Plan)
  • Deferred Compensation - Select Reward
  • Bonus
  • Bonus - S Owner