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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 can be difficult to know which one will 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, assess various options, and 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

For more information, contact us at (800) 310-9537.