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WORKING TOGETHER FOR THE BENEFIT OF YOU AND YOUR EMPLOYEES

Retirement Plan Services

Qualified Plans

With the ever-changing nature of qualified plans, plan sponsors, now more than ever, are in need of experienced qualified plan consultants. Whether you offer your employees a defined benefit plan or a defined contribution plan, our team offers an independent approach to analyzing your plan, always keeping the plan sponsor's fiduciary responsibility as our primary concern, especially as regulatory changes continue to occur.

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Non-Qualified Plans

Recognizing that regulations placed on employee benefit plans to combat discrimination among the employee group may create a reverse discrimination effect on employers and business owners, our consultants work with employers and business owners to design and implement strategies that provide
additional life, health, and retirement benefits above and beyond the basic employee benefit scope.  These executive benefit strategies are implemented on a fully discriminatory basis.

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