Qualified Retirement Plans – Very Small Business*

•  Leverage your 401K
•  Shelter over $300,000 per year
•  Use it to purchase a business
•  Use it to sell a business - succession planning
•  Bankruptcy protection
•  90 to 97% of contributions can go to the owner
•  Convenient one-stop for plan design, reporting, funding – 
•  Free analysis - find out which plan is best for you
•  Local service – Indianapolis

* fewer than 25 employees
Are you looking for . . . 
  • One company for retirement plan services, individual retirement needs and distribution planning. 
  • Competitive Administration Fees
  • Credentialed staff - over 50 years pension experience
  • ​Cross-tested Defined Benefit Plans
  • Cash Balance Defined Benefit Plans
  • Defined Benefit / Defined Contribution Carve Out Plans
  • Cross-tested profit Sharing Plans
  • Traditional & Safe harbor 401K Plans
  • 412(e)(3) fully Insured Administrative Services & Funding
  • Rollovers for business startups (ROBS)

Free analysis - find out which plan is best for you

Local service – Indianapolis
How much do you want to shelter?
401K                      $18,000
Profit Sharing        $53,000
Defined Benefit     $209,843
412(e)(3)                $304,304

Business owner, age 55, no employees, $265,000 comp.