We offer a variety of retirement plans for businesses of all sizes, including 401(k) Plans, Profit Sharing Plans, Creative Plan Design, Public Works Plans, & MEP Retirement Plans, and all of the options below.
For more information or to schedule a meeting with a retirement consultant, please contact us.
A Cash Balance Pension Plan- A type of defined-benefit plan. As such, the plan funding limits, funding requirements and investment risk are based on defined-benefit requirements. Learn more.
A 403(b) Plan - A retirement plan similar to a 401(k) plan, but one which is offered by public schools and certain 501(c)(3) tax-exempt organizations.
A 457 Plan - A non-qualified, deferred compensation plan established by state and local governments and tax-exempt employers under IRC Section 501. They can be either eligible plans under IRC 457(b) or ineligible plans under IRC 457(f).
A Prevailing Wage Plan - An IRS Approved Retirement Program designed specifically for contractors who work on Davis-Bacon, State Prevailing Wage Jobs or Service Contracts. Find out more about our Public Works Plan.
A Money Purchase Plan - A retirement plan in which employers make contributions based on a percentage of annual earnings, in accordance with the terms of the plan.
A Target Benefit Plan - A target benefit plan is a type of pension plan that contains features of a defined contribution plan but is made to appear like a defined benefit plan. It is similar to a defined benefit plan in that the annual contribution is determined by a formula to calculate the amount needed each year to accumulate (at an assumed interest rate) a fund sufficient to pay a projected retirement benefit, the target benefit, to each participant upon reaching retirement. It is similar to a defined contribution plan in that the plan does not guarantee any benefit will be paid.
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More Retirement Plan Types
We offer a variety of retirement plans for businesses of all sizes, including 401(k) Plans, Profit Sharing Plans, Creative Plan Design, Public Works Plans, & MEP Retirement Plans, and all of the options below.
Related to: Third Party Administrator, TPA, Pension Plan Design Consultant, Retirement Plan Consultant, 401k Plan Assistance, Retirement Plan Design, Actuarial Consulting, Pension Consultant, 401k Plan Consultant, Actuarial Services, 401k TPA, 403b TPA, Safe Harbor
Further Reading: More Retirement Plan Types
- SECURE 2.0: Key Provisions
- Choosing A Retirement Plan For Your Small Business
- Cash Balance Plan Presentation
- Creative Plan Design Presentation
- Action Doc: Aligning Plan Design with Your Goals
- SECURE Act: Making it Actionable
- How the CARES Act Applies to Your Retirement Plan
- Action Doc: Did You Know You Are a Fiduciary
- Action Doc: Advantages of an Unbundled Platform
- Action Doc: Financial Wellness Is Essential to Saving for Retirement
- Action Doc: Maximizing a Business Owners Retirement Benefit
- Nonqualified Deferred Compensation Plans 457(b) & 457(f)
- Action Doc: Understanding Plan Audits
- IRC 457(b) Deferred Compensation Plans
- Non-Governmental 457(b) Deferred Compensation Plans
- How a Cash Balance Plan Works
- Action Doc: Your World Evolves and Your Retirement Plan Should, Too
- Action Doc: It’s Time to Restate Your Defined Benefit Plan Document
More Retirement Plan Types Videos
SECURE Act - Setting Every Community Up for Retirement Enhancement.
Paying Fees From Plan Assets
Reviews
The Latest News
Year-End Checkup: Are You On Track for Retirement Goals?
Posted on Dec 5, 2024
As the year draws to a close, it’s the perfect time to reflect on your financial health and ensure you’re on track to meet your retirement goals. A quick year-end checkup can help you identify gaps, celebrate progress, and make adjustments for the upcoming year. Here are a few steps to guide you. »
How does a Cash Balance Plan work?
Posted on Oct 27, 2024
With a Cash Balance Plan, each participant has an account which grows annually in two ways: (1) a contribution, and (2) an interest credit, which is guaranteed rather than dependent on the plan's investment performance. »
October is National Retirement Security Month
Posted on Oct 9, 2024
October is National Retirement Security Month, an annual campaign to raise awareness about retirement planning. This initiative offers employers a unique opportunity to support their employees' financial futures by encouraging smart retirement savings strategies. »