We advise business owners to select the best plan for their business structure to help retain quality employees while providing a wide range of quality investment options. Since the inception of Employee Investment Services in 1998, we have built relationships with more than 30 companies with assets totaling over $47 million. We can set up retirement plans that allow employees to make contributions while deferring taxes until withdrawals are made.
SEP & Simple Plans
We can manage employer contributions that are made on behalf of the employees, which is ideal for the self-employed person.
Qualified Retirement Plans
We begin with a client's corporate and personal objectives to design, implement and monitor one of the following qualified plan alternatives: 401(k) plans, 401(k) safe harbor plans, SEP-IRA plans, SIMPLE Plans and IRA plans.