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”).