Qualified Retirement Plans

A qualified plan must meet a certain set of requirements in the Internal Revenue Code
such as minimum participation, vesting and funding requirements. In return, the IRS
provides significant tax advantages to encourage businesses to establish retirement plans
including:

In addition, sponsoring a qualified retirement plan has the following advantages:
 

Employers can choose between two basic types of retirement plans: defined contribution
and defined benefit. Both a defined benefit and defined contribution plan may be
sponsored to maximize benefits. Our consultants can help you choose the right plan for
your company. Listed below is a description of the types of plans that are available.
 
Click Back button to return to previous page