Types of Retirement Coverage

One Size Never Fits All

The breadth of our product portfolio makes it possible for you to retain control of your budget while still having exceptional choice in insurance offerings. We strive to bring you high performance plans that are customized for your individualized needs and that will lead to more profitability. We’ve got your best interests at heart, not ours. Our solutions are designed to adapt easily to your organization and we can help you with any of the following:

Qualified Plans

401(k) Plans

  • Safe Harbor Designs
    Safe Harbor plans eliminate the need for nondiscrimination testing.
  • Roth Feature
    A Roth 401(k) feature can be included in your plan to enhance the benefits to your employees.
  • Self Directed Accounts
    Self directed accounts can be set up and maintained within the plan, offering participants a choice of any stock, bond or mutual fund combination.

403(b) plans

457 plans
Defined benefit plans
Cash balance plans

Money purchase plans

Non-Qualified Plans

Case Studies

Renovating a Retirement Plan for Sports Retail Giant

Learn how we helped a national athletic and casual footwear and sportswear company restructure their retirement benefits.