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Plan Limits
 


  • Initial Consultation
  • Proposal/Feasibility Study and Existing Plan Review (if applicable)
  • Document Preparation and Plan Installation
  • Annual Plan Administration
  • General Design and Compliance Consulting Services

We can establish and administer the following types of plans:

  • Profit Sharing
  • 401(k)
  • Defined Benefit (including Cash Balance)
  • Money Purchase and Target Date
  • 403(b)

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