Defined Benefit Plan Services

A defined benefit plan is a tax-favored retirement plan designed to provide specified benefits at retirement. Traditional defined benefit, cash balance and DB(k) designs are available.

A DB(k) is a defined benefit plan with 401(k) and profit-sharing advantages. Because two plans are treated as one, there are numerous administrative cost savings.

Among the services we offer are:

Actuarial valuations using in-house actuaries

“The Pension Plan,” a proprietary, participant-level defined benefit website

Plan design and consulting


Asset/Liability Modeling

ERISA 3(16) Participant Services

Defined Contribution Plan Services

Defined contribution plans include 401(k), 403(b), 457, and profit sharing. The employee contributes pre-tax or Roth dollars, while the employer may contribute matching or profit sharing dollars.

Among the services we offer are:

Plan administration

New compatibility calculations

Nondiscrimination compliance testing

Nonqualified plan services

Executive compensation plan design

ERISA 3(16) Participant Services