Retirement Plans

We handle a wide range of retirement plans.  We have clients with SIMPLE IRAs, 401(k) plans, 403(b) plans, SEP IRAs, Individual 401(k) plans, and Profit-Sharing plans.  We deliver a great deal of value to your plan.  We are going to look at expenses and performance to deliver that value.

We work with several reasonably priced administrators and custodians.  They have done a good job for our clients, and by using them, you will have more money to use in other parts of your business.  Administrative costs can get out of control, and we do not want you to pay more than you have to.

Whenever possible, the investment options will be chosen from companies that have a niche or a specialization in a certain area.  We want to use companies that have a focus on one or two areas.  This is one of the things I look for to put you in the best position to succeed.  

Use our experience to find the plan that is right for your company.  Some plans give you flexibility, some are easy to administer, and some offer higher contribution rates.  We will boil it down for you, and as I said before, deliver great value.

If you already have a plan, let us take a look to see if we can improve it.