Types of Plans

We design and administer all types of retirement plans, including:

  • 401(k) Plans
  • Safe Harbor 401(k) Plans
  • Automatic Enrollment and Qualified Auto Enrollment 401(k) Plans
  • Solo(k)s (also known as Uni-k)
  • SIMPLE Plans
  • Davis Bacon, Prevailing Wage, Taft Hartley and SCA Plans
  • 403(b) Plans
  • Profit Sharing Plans
  • Age Weighted Profit Sharing Plans
  • New Comparability (Group Based) Profit Sharing Plans
  • Pension Plans
  • 457 Plans
  • Defined Benefit Plans
  • Cash Balance Plans
  • Employee Stock Ownership Plans
  • Non-qualified Deferred Compensation Plans

We have provided administrative services for thousands of plan participants with retirement benefits exceeding $100 million.