• Typically, our plans provide the Owner with an opportunity to defer pre-tax $200,000 (and more) per year

  • Flexible designs including but not limited to:






  • Annual administration, compliance, actuarial and consulting services

  • Our A-to-Z approach includes all required IRS and DOL filings
Design and install custom-made pension plans that allow owners to fund their own retirement with large tax-deductible contributions
Cash Balance Plans
Defined Benefit Plans
401(k) Plans with Profit-Sharing component
Mega Back Door Roth plan designs
Sole-proprietorships, LLCs and S Corporations
without common law employees
Testimonials
These are plans ideal for

  • Independent doctors

  • Attorneys

  • Real estate professionals

  • IT and engineering consultants

  • Financial advisors

  • Other independent professionals
Testimonials