Qualified Plans​​​​​​​

We work side by side with you to help design a plan that suites your company's needs and objectives. Our top of the line resources and education also help reassure your employees that they have a plan they can rely on.

The continuous review of your retirement plan is crucial. Our advisors are there every step of the way to help make sure your plan is carried out in a way that continues to meet your specific needs, year after year.

Our service proposition ensures you have a constant flow of support and correspondence from our team members. This includes:

• Custom portfolio valuation
  
• Quarterly performance reports
  
• Quarterly rebalance meetings
  
• Quarterly newsletters

Below is an example of the services we provide retirement plan sponsors and their employees:

Corporate and executive retirement plans-Simple & SEP IRA's, 401k plans, Safe Harbor 401k plans, Profit Sharing Plans, Defined Benefit Plans, 403b plans)

Stock option planning

** Executive compensation and benefit planning-Including Deferred Compensation Plans, 457 Plans, Golden Handcuffs, and Stock Bonus Plans.

We work as an independent consultant to help determine which of the below areas best meets your company's objectives. As your trusted advisors, we work with all of the major product sponsors and third party administrators to allow you to see which company and plan works right with your goals and objectives:

• Deferred Compensation Plans
  
• Executive Bonus Plans & Double Bonus Plans
  
• 401k Mirror Plans
  
• SERP Plans
  
• 457 b & f Plans in the Non-Profit Markets
  
• ESOP Plans
  
• Corporate Owned Life Insurance (COLI)
  
• "Golden Handcuff" Plans