VI.IRAs and Qualified Plans

Pensions and Qualified Plans

Everyone wants to plan for retirement. We can help owners and employees of small- and mid-sized firms undertake a comprehensive evaluation of available, Qualified Plans, including:

  • Simple IRA/401(k)
  • Roth IRA/401(k)
  • 401K
  • 403(b)
  • SEP
  • Profit Sharing
  • Money Purchase
  • Defined Benefit

There are several excellent qualified retirement plan options available. Many small employers recognize the advantages offered by new “safe-harbor,” “comparability,” and “super comparability” 401(k) retirement plans. We can offer a detailed analysis of the different plan designs available to you.