We would like to know what your thoughts are about establishing a Qualified Retirement Plan.

  • Is it an employee benefit?
  • Is it for tax planning?
  • Is it for maximum contributions for the owners?
  • Do highly compensated employees in your plan get corrective distributions?
  • Have you ever been told your plan is Top Heavy?
  • Are you having trouble passing your average deferral percentage test?
  • Should you consider auto enrollment with auto escalation?
  • Have you considered a safe harbor election?

We specialize in creative plan design in collaboration with you and your third party administrator to develop your own unique plan design.