Retirement & 401(k) Architecture
Profit-sharing and cash-balance plans, sequence-risk management, and decumulation strategy for HNW professionals and SME business owners.
What We Offer
Profit-Sharing Optimization
New comparability and cross-tested designs maximizing owner contributions.
Cash Balance Plans
Defined benefit plans allowing $200K-$350K+ annual contributions for owners age 50+.
Plan Conversions
Convert SEP-IRA or SIMPLE plans to more powerful structures.
Compliance & Administration
Annual testing, 5500 filings, and plan document maintenance.
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