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Qualified Retirement Planning
Integrated Retirement Plan Solutions specializes in designing, implementing, and maintaining qualified retirement plans tailored specifically for closely held businesses. We offer comprehensive consultation and a full suite of actuarial services, ensuring that each plan meets the unique needs of our clients. Our approach consolidates these critical services within a single, integrated company, providing streamlined and efficient solutions helping businesses secure their financial future.
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Differentiation
Through our dedicated expertise and personalized service, we are committed to delivering exceptional retirement planning solutions that are both effective and meticulously crafted to align with the specific goals and requirements of each client we serve:
• We focus on small to mid-size businesses
• Tailored approach to business owners and employees.
• Specialization In Cash Balance Pension Plans
Plan Services
The cutting edge of qualified retirement plan implementation,
and maintenance.
Cash Balance
Pension
High contribution limits, predictable benefits and the flexibility and portability of a 401(k). Learn more about Cash Balance Pension plans.
Employee Stock
Ownership
Empowering employees with company ownership stake and owner tax advantages. Learn more about Employee Stock Ownership plans.
Defined
Contribution
Clear account visibility and employer matching contributions. Learn more about Defined Contribution plans.
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Recent News
2024 Cash Balance Start Up Limits
Explore the paramount financial boundaries set for 2024 with our detailed breakdown of Cash Balance Start-Up Limits. Understand the essentials of initiating a cash balance plan that aligns with the latest regulations and strategic fiscal management.
Read MoreCOLA 2024
Stay current with the latest financial thresholds and retirement contributions. Our comprehensive 2024 Cost of Living Adjustments guide provides key updates across a range of financial metrics, ensuring you're well-informed for strategic planning.
Read More