Not all retirement plans are created equal. Effective plan design can result in more effective allocation of employer dollars, enhanced benefits for highly compensated employees, and greater plan participation rates by your employees.
Associated Financial Consultants will help evaluate your company’s goals for your plan and suggest possible modifications to your plan structure—along with the pros and cons of each, and the potential costs.
Defined Contribution Plans 401k Roth 401k Profit Sharing Plans (Social Security Integrated, Age Weighted, New Comparability)
Defined Benefit Plans Traditional Defined Benefit Plan Cash Balance Plan Cross Tested ESOP (Employee Stock Option Plan)
Small-Business Plan SEP IRA Simple IRA
Non-Profit Government Entity 403b Plan 457 Deferred Comp Plan
Non-Qualified Retirement Plans Executive Bonus SERP Plans Split Dollar Rabbi Trust Section 79