Leveraging our in-depth industry expertise, we help you develop and maintain competitive pension plans. We utilize a team of pension actuarial consultants who can review your plan to help ensure that it meets required actuarial and regulatory standards and determine whether current funding levels are adequate.

An ESOP builds employee motivation by creating a strong ownership culture, while also producing the potential for significant corporate tax advantages. Through feasibility analysis, we can help determine if an ESOP is beneficial for you and provide guidance in setting up, implementing and maintaining your plan.

A profit sharing plan serves as a powerful incentive for attracting and retaining employees, delivering tax benefits to both employers and employees and giving employers contribution flexibility. We can assist you in assessing if a profit sharing plan would complement your existing plan and we can design a flexible plan to meet your firm’s unique circumstances.

We can guide you through the process of setting up a money purchase plan that is highly competitive and builds employee satisfaction.