Broker Check

401(k), Cash Balance, and Non-Qualified Plans

401(k) Plans

We offer comprehensive Advisory and project-based services in each component of retirement plan management. Our service model is designed to minimize fiduciary risks to the business owner(s), while providing the most effective retirement plan to the employees.

  • ERISA Services - compliance and plan design optimization consulting.
  • Vendor Services - benchmarking to include fee and service analyses and negotiations, and ongoing monitoring of the plans' service providers.
  • Investment Services - as 3(21) investment fiduciaries we will identify best-in-class investments for your retirement plan, and provide ongoing monitoring services to ensure they remain appropriate for the plan participants.
  • Participant Services - we will act as a go-to resource for your employees, and provide ongoing group and individual meetings as needed.

Cash Balance Plans

Are you looking for tax savings strategies that allow you to contribute more towards retirement? Not happy with the 401(k) contribution limits and want to save more? We specialize in designing 401(k)/Cash Balance combination plans to help business owners maximize their retirement and tax savings, while minimizing out-of-pocket costs.

Non-Qualified Plans

Are you a business owner looking for ways to retain and reward specific employees? Are your key employees looking for ways to save more without being restricted by the rules and regulations that govern qualified plans?

We are available to help research, design, and maintain your retirement plan. Please Contact Us by filling out our form or calling Dan Meier at (317) 238-6582 today.

Have a Question

Thank you! Oops!