Learn about our Retirement Plan Specialties
Whether it be a retirement vehicle aimed to encourage employees to save for retirement or one structured to best maximize the retirement savings and tax deductions for the owner, we can design the appropriate plan for each and every client.
Defined Contribution
For-profit company plans, including 401(k), profit sharing, money purchase, and Davis Bacon. Using our expertise in cross-tested designs, we can tailor a plan to meet the unique objectives of our clients.
403(b)
Sponsored by non-profit entities, educational institutions or churches. Knowing the complexities and differences from other DC plans, we can add value and expertise to any 403(b) Plan regardless of size.
Defined Benefit
Including traditional DB, Cash Balance, or sponsored in combination with a DC plan design, this arrangement can significantly increase the owner’s retirement savings ability or provide a meaningful monthly pension benefit.
Specialized
Including (but not limited to) ESOP, ERSOP, ROBS, cafeteria, or non-qualified 457 plans. Unique plans such as an ESOP can be designed to invest primarily in the stock of the sponsoring employer while providing tax benefits for an owner without a buyer or wishing to share ownership with its employees.
We Make it Easier for Retirement Plan Sponsors to Focus on their Business.
As an independent 3(16) fiduciary with TPA expertise, Anchor 3(16) Fiduciary Solutions, LLC handles administrative tasks for retirement plan sponsors, freeing them to focus on their business.
Resources
Click play below to listen to us on WISH FM!
Get In Touch With Us!
We Offer Practical Solution For Your Retirement.
Community Commitment
