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Retirement

Retirement Plans

Types We Administer

  • 401(k) Plans
  • Safe harbor plans
  • Automatic Enrollment Plans
  • Cross tested (New Comparability) plans
  • Profit Shai·ing/Pension plan

Record Keepers We Use

Record Keeping Platforms*:

  • Ascensus
  • Vanguard
  • American Funds Recordkeeper Direct

FBO Accounts*:

  • Fidelity
  • Schwab
  • TD Ameritrade

* Other platforms and account providers available on request

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