Profit Share
Together with your tax professional, we design dynamic profit-sharing plans that give employees a share in company profits.
Cash Balance
Cash balance plans provide employees with the option of a lifetime income and flexibility for employers.
Age-Weighted
Crafting profit-sharing plan designs that best suit key employees and business owners.
New Comparability
Custom profit-sharing designs based on demographics that plan sponsors choose.
MEP / PEP
We understand the legislation and advantages that come along with the availability of Multi-Employer Programs.
Safe Harbor
Implementing safe harbor provisions reduces or eliminates legal or regulatory liability.
Employer Match
Choosing the most appropriate match formula to meet plan sponsor and participant objectives.
3(38) / 3(21) / 3(16)
Outsourcing procedures can dramatically reduce an employer’s work, cost and fiduciary liability.