We offer a variety of retirement plans tailored to meet your company's specific retirement and employee benefit needs in the "Best" way. Please review the plans listed below and contact John Crews at
(800) 533-5281 for a personal consultation on choosing the retirement plan that is "Best" for you:
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Plans Requiring or Permitting IRS Approval |
Plans Not Requiring IRS Approval |
A. Volume Submitter Plans
- Profit-Sharing Plan
- Money Purchase Plan
- 401(k) Plan
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A. Plans for state & local governmental entities & tax-exempt
organizations
- Section 403(b) Plans for tax-exempt organizations
- Section 457 Plans for state and local governmental entities
- Section 457 Plans for tax-exempt organizations
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B. Standardized Plans
- Prototype Defined Contribution Plan
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B. Business Insurance Plans
- Key-Person Life Insurance Plans
- Buy-Sell Agreements with life insurance funding
- Life Insurance Trusts (with Wealth Replacement objectives)
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C. Special Plans
- Defined Benefit Plans
a. Family Wealth Accumulation Plan
b. The Best Plan
c. 412(i) Plan
- Employee Stock Ownership Plans (ESOPs)
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C. Stock Plans
- Incentive Stock Option Plans
- Non-Qualified Stock Option Plans
- Employee Stock Purchase Plans
- Phantom Stock Plans
- Stock Appreciation Rights
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D. Other Plans
- Deferred Compensation Agreements
- Section 162 (Executive Bonus) Plans
- Split Dollar Arrangements
- Death Benefit Only Plans
- Rabbi Trusts
- Secular Trusts
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