Retirement Plans

Retirement plans offer significant tax-advantages for both employers and employees.  They are an important component of every businesses benefits package, and a key factor in employee retention.

However, there are many types of qualified & non-qualified retirement plans, and they each have unique advantages, disadvantages, investment options, contribution options, and administrative costs. Our job is to help you to design and implement the retirement plan that best fits your unique needs.

Planned Futures specializes in the following types of retirement plans:

  • 401(k) Plans
  • 403(b) Plans
  • Payroll Deduction IRA
  • Defined Benefit Plans
  • Roth IRA, Simple IRA, & 401(k) Plans
  • Money-Purchase Plans
  • Profit-Sharing Plans
  • Simplified Employee Plan (SEP)
  • Non-Qualified Plans