Qualified Retirement Plans

Because we represent clients rather than product or service providers, we are able to offer retirement plans in a wide range of platforms capable of addressing virtually any design requirements and/or employee demographics.

Plans are available on a bundled (administration and investment provider combined) or unbundled (administration independent from investment provider) with a wide range of investment and third party administration options.

Our extensive experience in the prevailing wage arena allows us to work with providers in designing compliant plans that maximize benefits and tax savings for both employees and employers.