Qualified Retirement
Retirement plans are set up by an employer for the welfare of their employees. Plans can either be funded by the employer, the employee or both. Those plans that qualify for favorable income tax treatment are referred to as 'qualified' plans. Examples include, pension plans, SIMPLE IRAs, SEPs, Defined Contribution plans, Profit Sharing and 401(k) plans. We are very familiar with the laws and requirements for qualified retirement plans and the relative merits of each plan. We look to your goals in recommending a particular plan or combination of plans to meet your requirements. You can count on us to help find the best providers and manage the details on your behalf or your employees' behalf.