Retirement Plan Administration

Service - EBS

Your business is unique — your benefit plan should be too. Whether you’re self-employed or run a large company with varying levels of compensation, we can custom design retirement packages that meet your specific needs. And the process is simple. Our experts will walk you through your options and create an implementation plan that will help you develop policies that increase employee buy-in and maintain your plan within the strict regulatory compliance requirements.

Whether you’re looking for a 401(k) package or alternatives such as profit sharing, 403(b), or Employee Stock Ownership Plans, our team can help you find the retirement option that is right for your business.

Specific Services Include:

  • Profit Sharing
  • 403(B)
  • Money Purchase Plans
  • Target Benefits
  • Defined Benefits
  • Employee Stock Ownership Plans (ESOPs)

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Josh Garvey


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Vicki Northrop