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Building Your Roadmap to Retirement

Customized Retirement and 401(k) Plans

The Right 401(k) Can Create Powerful Opportunities

With significant tax advantages for both employer and employees, setting up and contributing to a 401(k)is a great way to save for your retirement while providing a benefit to your employees. We can help you:

  • Design a plan to benefit key members of your business, including you and your partners
  • Select investment options for your plan
  • Design a flexible plan, including safe harbor protection to satisfy nondiscrimination testing
  • Provide local administrative support, employee education and individual advice
  • Ease your liability as a fiduciary entrusted with prudently overseeing your employees’ plans