Together with your tax professional, we design dynamic profit-sharing plans that give employees a share in company profits.
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.
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.
Implementing safe harbor provisions reduces or eliminates legal or regulatory liability.
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.