REMODELING, AMENDING OR REDESIGNING EXISTING RETIREMENT PLANS
For those retirement plans that have been in effect for several years and now require some modification or alteration, we provide the client with several options from which to choose to meet the new requirements or needs. Whether these new needs come about from “mom & dad’s” retirement, a merger or acquisition or new management, we again assist the client in determining which direction is in one’s best interest. Fees are determined by the scope of the project.

TYPES OF RETIREMENT PLANS
PROFIT SHARING
CROSS-TESTED/COMPARABLE
401(k)
SAFE HARBOR
MONEY PURCHASE PENSION
TARGET BENEFIT
DEFINED BENEFIT PENSION
ESOPs
Plans can be “titled” towards only certain participants, Key Employees or all Employees and can include such provisions as an Employer Match, Safe Harbor Contributions, 401(k) deferrals, loans and hardship withdrawals and even Life Insurance.