Services We Cover

  • Qualified retirement plans — defined benefit plans, defined contribution plans of the money purchased pension and profit sharing types, target benefit plans, Keogh plans for the self-employed, and section 401(k) plans
  • Simplified employee pension plans (SEPs);
  • SIMPLE retirement plans
  • Individual retirement accounts or annuities (IRAs) including Roth IRAs
  • Section 403(b) plans also called tax-sheltered annuities or TSAs
  • Rollovers direct rollovers and direct plan-to-plan transfers
  • Section 457 deferred compensation plans for certain employees in the government and not-for-profit sectors of the economy
  • Pension income supplemental life insurance
  • Qualified vs. Nonqualified Accumulations
  • How Lifetime Required Minimum Distributions Work
  • Traditional vs. Roth IRA
  • Incidental Life Insurance in Qualified Retirement Arrangements
  • Profit-Sharing Arrangement
  • Survivor Supplement Retirement Income Funded with Life Insurance