Qualified Retirement Programs
Focusing on providing employers with strategic solutions for retirement, key person and business continuity programs.
Qualified Programs (i.e., 401k, SEP, Simple IRA)
- Complete design, administration, and communication
- Provide participant education programs
- Group and individual meetings
- Annual, Semi-annual, or Quarterly meetings
- Employee participation is important, so we assist employees by meeting with them and educating them on the importance of retirement planning.
Other Business Owner Programs
- Qualified pension and profit sharing plans
- Key Executive and Corporate Benefit Programs - deferred compensation plans, split dollar programs, salary continuation programs and Key Man plans
- Insurance based programs - Business Owned Life Insurance, Disability Insurance
