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Other Qualified Plans

Does your business need to offer employees more benefits? Would adding to your offering of benefits help you attract top talent? Our experts can help you build a plan that your employees will appreciate, while guiding you through the various rules and regulations you need to be aware of. These are some of the options we’re proud to offer.

  • Retirement plans for self-employed individuals
  • Benefit packages
  • Profit sharing plans
  • Deferred compensation plans
  • Executive bonus plans
  • Review of insurance for owners and employees
  • Funding for buy/sell agreements
  • Early retirement options
  • Tax reduction review
  • Succession plans
  • Prototype plan documents
  • Recordkeeping and administrative services

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