Our Services

 

We have the capability to shop around for the product to best meet your needs.We can access a wide variety of products and services. Following are some of the concepts and products available:

 

BUSINESS SOLUTIONS:

Nonqualified Retirement Plans

 

Deferred Compensation Solutions

  • The Executive Nonqualified “Excess" Plan
  • The Executive Nonqualified Defined Benefit Plan
  • The Executive Performance Option Plan
  • The Executive 457 (b) Retirement Plan
  • The Executive 457 (f) Retirement Plan

After-Tax Solutions

  • Principal Executive Bonus Plus
  • Principal S Corp Bonus Plus
  • Principal Split Dollar Plus
  • Plan Administrative Services for the Executive
    • Daily Valuation
    • Internet access to policy information and services
    • Personal Plan Information
    • Contribution information
    • Service Forms
    • Multiple product options, multiple fund managers
    • Investment results
    • On-line account changes, asset allocation, investment direction and transfers
    • Toll-free number for questions
    • Annual financial asset statement

Qualified Retirement Plans

For the Employer

  • 401 (k) Plan
  • SafeHarbor 401 (k) Plan
  • SIMPLE-IRA
  • Payroll Deduction Plan
  • Profit Sharing Plan
  • SEP-IRA
  • 412(i) Qualified Defined Benefit Plan
  • Traditional Defined Benefit Plans

For the Employee

  • 401 (k) checkup
  • Employee Financial Resource Program (meeting with employees annually to make sure their financial strategies are on course with their goals)

INDIVIDUAL SOLUTIONS:

Here to security

Life Insurance

Disability Income Insurance

Health Insurance

  • Individual
  • Group

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