Defined Contribution Plans

IRS Code sections 401, 402, 404, 410, 411, 414, 415, and 416 collectively provide guidance on the maintenance and administration of Defined Contribution Plans.  We know the code.  You know your business.  Click here for more information and case studies.

Defined Benefit Pension Plans

Often referred to as Traditional Pension Plans, a Defined Benefit Pension Plan is alive and well, despite various outlets' reporting.  They remain the preferred and most effective retirement plan for clients with certain business models and employee demographics.  For further information and case studies, click here.

Cash Balance Plans

Cash Balance Plans are a type of Defined Benefit Pension Plan.  However, they operate with elements of Defined Contribution Plans.  These plan designs are optimal for a specific business model with high revenues and provide the most "bank for your buck".  Click Cash Balance here to learn more and read some case studies.