Qualified Retirement Plans

There are many different types of retirement plans. We invest the time to determine which type of plan best meets the objectives for our clients, and then we design a customized plan to achieve those objectives.

How we design your plan
After discussing your objectives, we determine the appropriate type of plan for your company, then we draft the documents, prepare the adoption agreement and trust forms, and obtain IRS approval.

EIP designs new plans (“start-ups”) or can redesign and transfer existing plans (“takeovers”).

We Specialize In

  • 401(K) Plans
  • Safe Harbor 401(K) Plans
  • Profit Sharing Plans
  • Defined Benefit Pension Plans
  • Age Based Pension Plans
  • Age Based Profit Sharing Plans
  • New Comparability Plans
  • Cross Tested Plans
  • Cash Balance Plans
  • Employee Stock Ownership Plans

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