Plan Design

Qualified retirement plans offer both great benefits to your employees and significant tax advantages to your business. Each type of plan has inherent strengths, as well as differing restrictions and legal requirements. All can be highly advantageous with proper planning, promotions and administration. We will custom design a benefit plan for your company through careful analysis of your specific needs, taking special consideration of your:

Business History

Issues such as continuing profitability and cash flow can determine how much you can afford to spend on plan funding and administration, both now and in the future.

Demographic Information

The makeup of your workforce (ages, salaries, years of service, employee turnover rate, etc.) greatly influences your plan options.


Company owners, key executives and other workers all have expectations regarding benefits programs. Addressing these concerns early can result in a plan that everyone can support and appreciate.