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Qualified Retirement Plan Strategies

When it comes to structuring your company’s employee compensation programs, the simplest solution is not always the best one. With the wide range of benefit options available, it’s often difficult to know which will help you meet your goals while maximizing tax benefits. We partner with retirement plan design experts at K·Coe Isom to take a hard look at your needs, then help you structure a package customized to meet your unique objectives.

We have experience in a variety of benefit plans including:

  • 401(k) plans
  • Profit sharing
  • Defined Benefit
  • Cash Balance
  • Employee Stock Ownership Plans