Retirement Plans

Qualified Retirement Plans

• 401(k)- For-Profit and Tax Exempt Organizations
• 403(b) - 501(c)(3) Non-Profit Organizations
• 401(a) - Profit Sharing / Defined Benefit Plans / Defined Contribution
• Taft-Hartley Collectively Bargained Plans
• Davis-Bacon Prevailing Wage Plans
• Employee Stock Option Plan Administration
• Solo 401(k) Plans

Non-Qualified Retirement Plans

• 457 Plans - Municipalities / Tax Exempt and Non-Profit Organization
• Executive Management plans (non-qualified deferred compensation)
• Guaranteed Investment Contracts / Pension Investment Contracts
• Terminal Funding (Immediate and Deferred Annuity Search)
• 529 Payroll Deducted College Savings Plans

IRS Tax Information for Retirement Plans (click to download)