
Self-Direct 401K Plan Designs

Other Retirement Plan Design Services
Plan Design Services
The employee benefit plan landscape has changed dramatically over the last few years, and our staff of specialists is committed to helping you navigate these changes. We can design and prepare your employee benefit plan documents for ERISA and tax compliance, and we can help you to understand your workforce, your objectives, and the advantages and deficiencies of your current employee benefit plan, analyze the marketplace with your specific requirements in mind and uncover the best fit for your objectives and employees. At Shalom Consulting Group, we strive to provide creative, comprehensive employee benefit plans and can help you weigh the complex benefits and costs posed by today’s qualified and nonqualified pension and profit-sharing plans, including 401(k), SEP, SEP IRA, life insurance, and health insurance plans.
- Life Insurance Retirement Plan (LIRP)
- Executive Bonuses Plans
- SEP IRA
- Traditional IRAs
- Roth IRAs
- Fixed Annuities
- Indexed Annuities