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Group Retirement Plans

No matter the size of your business, we can help you structure a plan that meets your needs.  If you're a small company and you don't want to deal with a lot of fees and administration, perhaps a SEP or SIMPLE plan would be better suited.

If your business has plenty of reliable cash flow and you want to work toward maximizing retirement savings, you might consider a 412(i) fully guaranteed defined benefit pension plan.

And if you're looking for the traditional defined-contribution plan with lots of bells and whistles available, then you may want to consider a 401(k) plan - 403(b) for non-profits - and potentially add a Profit Sharing and/or Cash Balance component.

If this is all new to you and you have no idea what you need, let us be your guide. 

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