Plan Design

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.


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.


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.


For more information about creating or updating your corporate retirement plan, contact us today.