Defined Benefit Plans - Companies that want to provide a guaranteed level of retirement income to employees regardless of their age at plan entry and want to contribute more than $40,000 for a participant may benefit from a Defined Benefit Plan. The plan will generally allow for the maximum amount of tax-deferred savings available to older, highly compensated participants.

Contributions are actuarially determined based on the amount of benefit to be provided. Annual retirement benefits are limited to $160,000 or 100% of the participants’ compensation averaged over the three highest earning years.

To help you determine if a Defined Benefit Plan is best for your business, we offer complimentary qualified plan proposals and comparisons emphasizing benefits of different plan types and designs.

Our Self-Directed plans provide you the freedom-of-choice in selecting investments for your account. These include, but are not limited to Investment Real Estate, Limited Partnerships, LLCs, Private Stock as well as the full spectrum of marketable securities.

To find out if a Defined Benefit Plan is right for your company or if you would like more information on our Self-Directed Retirement Plan services, please complete the request form below.

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