Plan Takeovers

Defined Benefit Plans

A pension plan that provides for retirement income that is stated as a percentage of one’s annual earned income.

401[k] Plans

401(k) plans are salary deferral plans. Employees may have a maximum amount deducted from salary and deposited to their account.

Profit Sharing Plan

A Profit Sharing Plan is an employer sponsored retirement plan in which the contributions are made solely by the employer. 

Cash Balance Pension Plans

A cash balance plan is a defined benefit plan that defines the benefit in terms that are more characteristic of a defined contribution plan.

Let’s talk about your retirement plans

The Latest Pension News

Fall 2023: Cost of Living Adjustments for 2024

Fall Newsletter Sneak Peek In this edition, we discuss: Cost of Living Adjustments for 2024 Considering Changes to Your Business? Don't Forget About Your Plan! Good News on Catch-Up Contributions News Alert! Grace Periods Extended for EFAST2 Login Credentials Upcoming...

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