Financial Plans

There are many options and for you and your employees and often times making the right choice is critical for attracting and retaining employees. Following are some of the plans to consider and our professionals will help you make an educated decision:

Have A Plan For Your Financial Future...

401k Plan
An employer established qualified plan where employees can make pre or post tax salary deferral contributions.

Defined Benefit Plan
An employer-sponsored retirement plan where employee benefits are sorted out based on a formula and the investment risk and portfolio management are entirely under the control of the company.

Flexible Spending Accounts
A Flexible Spending Account (FSA) is an employer-sponsored benefit that allows you to pay for eligible medical and child care expenses on a pre-tax basis.

Health Savings Accounts
A health savings account (HSA), is a tax-advantaged medical savings account who are enrolled in a High Deductible Health Plan (HDHP).

Individual (k) Plan
Individual (k) plans can be a cost effective profit sharing plan for small business owners.

Simplified Employee Pension Plan (SEP)
A SEP plan provides employers with a simplified method to make contributions toward their employees' retirement and, if self-employed, their own retirement.