Experts in Plan Design and Management
Our principals have seen the evolution of the retirement plan marketplace over the last 40 years. Accordingly, we have advised business owners in plan design, implementation, and administration of a range of workplace savings plans. Our deep expertise in designing and managing workplace savings plans, combined with our investment management experience, ensure you receive advice and guidance to help you — and your employees — achieve your goals.
The options available to business owners in order to plan for their and their employees’ retirement include the following two broad categories:
A plan that meets requirements of the IRS and, as a result, is eligible to receive certain tax benefits. These plans must be for the exclusive benefit of employees or their beneficiaries. Any type of tax-deferred, employer-sponsored retirement plan that falls outside of the Employee Retirement Income Security Act (ERISA) guidelines. Non-qualified plans are designed to meet specialized retirement needs for key executives and other select employees. Qualified Plans
Non-Qualified Plans
Every business is unique, and Probity Advisors helps business owners select a retirement plan that can accomplish both corporate planning goals and the owner’s retirement planning goals.