For Small Business owners & their Employees
Easy Pension
for
Business Owners
Tailored Pension Solutions for businesses of all sizes, delivered with precision and care.
Trusted by 180+ businessES Nationwide
Save with Flexible Contributions.
Contribution Growth Over Time
Year 1
Year 2
Year 3
Year 4
For Small Business owners & their Employees
Easy Pension
for
Business Owners
Tailored Pension Solutions for businesses of all sizes, delivered with precision and care.
Trusted by 180+ businessES Nationwide
Save with Flexible Contributions.
Contribution Growth Over Time
Year 1
Year 2
Year 3
Year 4
For Small Business owners & their Employees
Easy Pension for
Business Owners
Tailored Pension Solutions for businesses of all sizes, delivered with precision and care.
Trusted by 470+ PEOPLE Nationwide
Save with Flexible Contributions.
Contribution Growth Over Time
Year 1
Year 2
Year 3
Year 4
For Small Business owners & their Employees
Easy Pension
for
Business Owners
Tailored Pension Solutions for businesses of all sizes, delivered with precision and care.
Trusted by 470+ PEOPLE Nationwide
Save with Flexible Contributions.
Contribution Growth Over Time
Year 1
Year 2
Year 3
Year 4
WE ARE A PROUD MEMBER Of
Maximize Retirement Potential
Maximize Retirement Potential
Our team offers customized pension solutions to enhance savings and secure retirement for all.
Unlock Powerful Tax Advantages
Leverage our expertise to optimize contributions and deductions for your retirement plans. We ensure you keep more of your hard-earned money with smart, compliant strategies.
Unlock Powerful Tax Advantages
Leverage our expertise to optimize contributions and deductions for your retirement plans. We ensure you keep more of your hard-earned money with smart, compliant strategies.
Unlock Powerful Tax Advantages
Leverage our expertise to optimize contributions and deductions for your retirement plans. We ensure you keep more of your hard-earned money with smart, compliant strategies.
Unlock Powerful Tax Advantages
Leverage our expertise to optimize contributions and deductions for your retirement plans. We ensure you keep more of your hard-earned money with smart, compliant strategies.
Effortless Plan Management
Let our team handle the complexities of plan administration, from compliance to record-keeping. Focus on your business while we ensure your retirement plans run smoothly.
Effortless Plan Management
Let our team handle the complexities of plan administration, from compliance to record-keeping. Focus on your business while we ensure your retirement plans run smoothly.
Effortless Plan Management
Let our team handle the complexities of plan administration, from compliance to record-keeping. Focus on your business while we ensure your retirement plans run smoothly.
Effortless Plan Management
Let our team handle the complexities of plan administration, from compliance to record-keeping. Focus on your business while we ensure your retirement plans run smoothly.
Plans Designed Just For You
We craft retirement plans that align perfectly with your financial goals and business needs. From Solo 401(k)s to defined contribution plans, your vision drives our design.
Plans Designed Just For You
We craft retirement plans that align perfectly with your financial goals and business needs. From Solo 401(k)s to defined contribution plans, your vision drives our design.
Plans Designed Just For You
We craft retirement plans that align perfectly with your financial goals and business needs. From Solo 401(k)s to defined contribution plans, your vision drives our design.
Plans Designed Just For You
We craft retirement plans that align perfectly with your financial goals and business needs. From Solo 401(k)s to defined contribution plans, your vision drives our design.
Pension Plans that Best
Suit Your Business
Pension Plans that Best Suit Your Business
Defined Benefit Plan
Enjoy tax-deferred growth, flexible contribution options, and expert support to maximize your savings.
PERFECT FOR
Established businesses, Owners 40+, stable cash flow
Contribute up to $350,000+ annually
Far exceeds 401(k) limits
Massive tax deductions
Often $100k-$300k+ per year
Guaranteed retirement income
Predictable monthly payments for life
Accelerate retirement savings
Catch up in final working years
Professional management included
Expert actuarial oversight
401(k) Plan
Attract and retain top talent while building tax-advantaged retirement savings for you and your team.
PERFECT FOR
Growing businesses, employee benefits, companies of all sizes
Employee retention advantage
Attract and keep top talent
Tax-deferred growth
Reduce current tax burden for all participants
Flexible contribution limits
Up to $23,000+ annually per employee
Employer tax deductions
Deduct matching contributions
Easy payroll integration
Seamless administration and reporting
Profit Sharing Plan
Reward your team's success while building substantial retirement savings with flexible contributions that align with your business performance.
PERFECT FOR
Profitable businesses, variable income, companies wanting flexible contributions
Flexible contribution timing
Contribute when business performs well, skip during lean years
High contribution limits
Up to $69,000 per participant annually (2024 limits)
Employee motivation tool
Directly ties retirement benefits to company success
Tax-advantaged distributions
Reduce current tax liability while rewarding performance
Simple administration
Less complex than defined benefit plans, more flexible than 401(k)s
Cash Balance Plan
Combine the best of both worlds with guaranteed benefits like pensions and account portability like 401(k)s for predictable retirement planning.
PERFECT FOR
Established businesses, older owners/key employees, stable workforce seeking predictability
Predictable benefit growth
Guaranteed annual credits plus interest credits (typically 5-7%)
Massive tax deductions
Often $200,000-$400,000+ annually for business owners
Account portability
Employees can roll over benefits when changing jobs
Age-neutral benefits
Fair benefit accrual for employees of all ages
Professional management
Expert actuarial oversight with simplified employee communication
Combo Plans (DB+401k)
Maximize retirement savings and tax benefits by strategically combining defined benefit and 401(k) plans for ultimate flexibility and contributions.
PERFECT FOR
High-income businesses, owners wanting maximum contributions, companies with diverse employee needs
Maximum contribution potential
Combine limits for $400,000+ total annual contributions
Layered tax strategy
Multiple deduction opportunities across different plan types
Employee satisfaction
Offers both guaranteed benefits and participant control
Flexible plan design
Customize benefits for different employee groups and business goals
Defined Benefit Plan
Enjoy tax-deferred growth, flexible contribution options, and expert support to maximize your savings.
PERFECT FOR
Established businesses, Owners 40+, stable cash flow
Contribute up to $350,000+ annually
Far exceeds 401(k) limits
Massive tax deductions
Often $100k-$300k+ per year
Guaranteed retirement income
Predictable monthly payments for life
Accelerate retirement savings
Catch up in final working years
Professional management included
Expert actuarial oversight
401(k) Plan
Attract and retain top talent while building tax-advantaged retirement savings for you and your team.
PERFECT FOR
Growing businesses, employee benefits, companies of all sizes
Employee retention advantage
Attract and keep top talent
Tax-deferred growth
Reduce current tax burden for all participants
Flexible contribution limits
Up to $23,000+ annually per employee
Employer tax deductions
Deduct matching contributions
Easy payroll integration
Seamless administration and reporting
Profit Sharing Plan
Reward your team's success while building substantial retirement savings with flexible contributions that align with your business performance.
PERFECT FOR
Profitable businesses, variable income, companies wanting flexible contributions
Flexible contribution timing
Contribute when business performs well, skip during lean years
High contribution limits
Up to $69,000 per participant annually (2024 limits)
Employee motivation tool
Directly ties retirement benefits to company success
Tax-advantaged distributions
Reduce current tax liability while rewarding performance
Simple administration
Less complex than defined benefit plans, more flexible than 401(k)s
Cash Balance Plan
Combine the best of both worlds with guaranteed benefits like pensions and account portability like 401(k)s for predictable retirement planning.
PERFECT FOR
Established businesses, older owners/key employees, stable workforce seeking predictability
Predictable benefit growth
Guaranteed annual credits plus interest credits (typically 5-7%)
Massive tax deductions
Often $200,000-$400,000+ annually for business owners
Account portability
Employees can roll over benefits when changing jobs
Age-neutral benefits
Fair benefit accrual for employees of all ages
Professional management
Expert actuarial oversight with simplified employee communication
Combo Plans (DB+401k)
Maximize retirement savings and tax benefits by strategically combining defined benefit and 401(k) plans for ultimate flexibility and contributions.
PERFECT FOR
High-income businesses, owners wanting maximum contributions, companies with diverse employee needs
Maximum contribution potential
Combine limits for $400,000+ total annual contributions
Layered tax strategy
Multiple deduction opportunities across different plan types
Employee satisfaction
Offers both guaranteed benefits and participant control
Flexible plan design
Customize benefits for different employee groups and business goals
Defined Benefit Plan
Enjoy tax-deferred growth, flexible contribution options, and expert support to maximize your savings.
PERFECT FOR
Established businesses, Owners 40+, stable cash flow
Contribute up to $350,000+ annually
Far exceeds 401(k) limits
Massive tax deductions
Often $100k-$300k+ per year
Guaranteed retirement income
Predictable monthly payments for life
Accelerate retirement savings
Catch up in final working years
Professional management included
Expert actuarial oversight
401(k) Plan
Attract and retain top talent while building tax-advantaged retirement savings for you and your team.
PERFECT FOR
Growing businesses, employee benefits, companies of all sizes
Employee retention advantage
Attract and keep top talent
Tax-deferred growth
Reduce current tax burden for all participants
Flexible contribution limits
Up to $23,000+ annually per employee
Employer tax deductions
Deduct matching contributions
Easy payroll integration
Seamless administration and reporting
Profit Sharing Plan
Reward your team's success while building substantial retirement savings with flexible contributions that align with your business performance.
PERFECT FOR
Profitable businesses, variable income, companies wanting flexible contributions
Flexible contribution timing
Contribute when business performs well, skip during lean years
High contribution limits
Up to $69,000 per participant annually (2024 limits)
Employee motivation tool
Directly ties retirement benefits to company success
Tax-advantaged distributions
Reduce current tax liability while rewarding performance
Simple administration
Less complex than defined benefit plans, more flexible than 401(k)s
Cash Balance Plan
Combine the best of both worlds with guaranteed benefits like pensions and account portability like 401(k)s for predictable retirement planning.
PERFECT FOR
Established businesses, older owners/key employees, stable workforce seeking predictability
Predictable benefit growth
Guaranteed annual credits plus interest credits (typically 5-7%)
Massive tax deductions
Often $200,000-$400,000+ annually for business owners
Account portability
Employees can roll over benefits when changing jobs
Age-neutral benefits
Fair benefit accrual for employees of all ages
Professional management
Expert actuarial oversight with simplified employee communication
Combo Plans (DB+401k)
Maximize retirement savings and tax benefits by strategically combining defined benefit and 401(k) plans for ultimate flexibility and contributions.
PERFECT FOR
High-income businesses, owners wanting maximum contributions, companies with diverse employee needs
Maximum contribution potential
Combine limits for $400,000+ total annual contributions
Layered tax strategy
Multiple deduction opportunities across different plan types
Employee satisfaction
Offers both guaranteed benefits and participant control
Flexible plan design
Customize benefits for different employee groups and business goals
Defined Benefit Plan
Enjoy tax-deferred growth, flexible contribution options, and expert support to maximize your savings.
PERFECT FOR
Established businesses, Owners 40+, stable cash flow
Contribute up to $350,000+ annually
Far exceeds 401(k) limits
Massive tax deductions
Often $100k-$300k+ per year
Guaranteed retirement income
Predictable monthly payments for life
Accelerate retirement savings
Catch up in final working years
Professional management included
Expert actuarial oversight
401(k) Plan
Attract and retain top talent while building tax-advantaged retirement savings for you and your team.
PERFECT FOR
Growing businesses, employee benefits, companies of all sizes
Employee retention advantage
Attract and keep top talent
Tax-deferred growth
Reduce current tax burden for all participants
Flexible contribution limits
Up to $23,000+ annually per employee
Employer tax deductions
Deduct matching contributions
Easy payroll integration
Seamless administration and reporting
Profit Sharing Plan
Reward your team's success while building substantial retirement savings with flexible contributions that align with your business performance.
PERFECT FOR
Profitable businesses, variable income, companies wanting flexible contributions
Flexible contribution timing
Contribute when business performs well, skip during lean years
High contribution limits
Up to $69,000 per participant annually (2024 limits)
Employee motivation tool
Directly ties retirement benefits to company success
Tax-advantaged distributions
Reduce current tax liability while rewarding performance
Simple administration
Less complex than defined benefit plans, more flexible than 401(k)s
Cash Balance Plan
Combine the best of both worlds with guaranteed benefits like pensions and account portability like 401(k)s for predictable retirement planning.
PERFECT FOR
Established businesses, older owners/key employees, stable workforce seeking predictability
Predictable benefit growth
Guaranteed annual credits plus interest credits (typically 5-7%)
Massive tax deductions
Often $200,000-$400,000+ annually for business owners
Account portability
Employees can roll over benefits when changing jobs
Age-neutral benefits
Fair benefit accrual for employees of all ages
Professional management
Expert actuarial oversight with simplified employee communication
Combo Plans (DB+401k)
Maximize retirement savings and tax benefits by strategically combining defined benefit and 401(k) plans for ultimate flexibility and contributions.
PERFECT FOR
High-income businesses, owners wanting maximum contributions, companies with diverse employee needs
Maximum contribution potential
Combine limits for $400,000+ total annual contributions
Layered tax strategy
Multiple deduction opportunities across different plan types
Employee satisfaction
Offers both guaranteed benefits and participant control
Flexible plan design
Customize benefits for different employee groups and business goals
Defined Benefit Plan
Enjoy tax-deferred growth, flexible contribution options, and expert support to maximize your savings.
PERFECT FOR
Established businesses, Owners 40+, stable cash flow
Contribute up to $350,000+ annually
Far exceeds 401(k) limits
Massive tax deductions
Often $100k-$300k+ per year
Guaranteed retirement income
Predictable monthly payments for life
Accelerate retirement savings
Catch up in final working years
Professional management included
Expert actuarial oversight
401(k) Plan
Attract and retain top talent while building tax-advantaged retirement savings for you and your team.
PERFECT FOR
Growing businesses, employee benefits, companies of all sizes
Employee retention advantage
Attract and keep top talent
Tax-deferred growth
Reduce current tax burden for all participants
Flexible contribution limits
Up to $23,000+ annually per employee
Employer tax deductions
Deduct matching contributions
Easy payroll integration
Seamless administration and reporting
Profit Sharing Plan
Reward your team's success while building substantial retirement savings with flexible contributions that align with your business performance.
PERFECT FOR
Profitable businesses, variable income, companies wanting flexible contributions
Flexible contribution timing
Contribute when business performs well, skip during lean years
High contribution limits
Up to $69,000 per participant annually (2024 limits)
Employee motivation tool
Directly ties retirement benefits to company success
Tax-advantaged distributions
Reduce current tax liability while rewarding performance
Simple administration
Less complex than defined benefit plans, more flexible than 401(k)s
Cash Balance Plan
Combine the best of both worlds with guaranteed benefits like pensions and account portability like 401(k)s for predictable retirement planning.
PERFECT FOR
Established businesses, older owners/key employees, stable workforce seeking predictability
Predictable benefit growth
Guaranteed annual credits plus interest credits (typically 5-7%)
Massive tax deductions
Often $200,000-$400,000+ annually for business owners
Account portability
Employees can roll over benefits when changing jobs
Age-neutral benefits
Fair benefit accrual for employees of all ages
Professional management
Expert actuarial oversight with simplified employee communication
Combo Plans (DB+401k)
Maximize retirement savings and tax benefits by strategically combining defined benefit and 401(k) plans for ultimate flexibility and contributions.
PERFECT FOR
High-income businesses, owners wanting maximum contributions, companies with diverse employee needs
Maximum contribution potential
Combine limits for $400,000+ total annual contributions
Layered tax strategy
Multiple deduction opportunities across different plan types
Employee satisfaction
Offers both guaranteed benefits and participant control
Flexible plan design
Customize benefits for different employee groups and business goals
Defined Benefit Plan
Enjoy tax-deferred growth, flexible contribution options, and expert support to maximize your savings.
PERFECT FOR
Established businesses, Owners 40+, stable cash flow
Contribute up to $350,000+ annually
Far exceeds 401(k) limits
Massive tax deductions
Often $100k-$300k+ per year
Guaranteed retirement income
Predictable monthly payments for life
Accelerate retirement savings
Catch up in final working years
Professional management included
Expert actuarial oversight
401(k) Plan
Attract and retain top talent while building tax-advantaged retirement savings for you and your team.
PERFECT FOR
Growing businesses, employee benefits, companies of all sizes
Employee retention advantage
Attract and keep top talent
Tax-deferred growth
Reduce current tax burden for all participants
Flexible contribution limits
Up to $23,000+ annually per employee
Employer tax deductions
Deduct matching contributions
Easy payroll integration
Seamless administration and reporting
Profit Sharing Plan
Reward your team's success while building substantial retirement savings with flexible contributions that align with your business performance.
PERFECT FOR
Profitable businesses, variable income, companies wanting flexible contributions
Flexible contribution timing
Contribute when business performs well, skip during lean years
High contribution limits
Up to $69,000 per participant annually (2024 limits)
Employee motivation tool
Directly ties retirement benefits to company success
Tax-advantaged distributions
Reduce current tax liability while rewarding performance
Simple administration
Less complex than defined benefit plans, more flexible than 401(k)s
Cash Balance Plan
Combine the best of both worlds with guaranteed benefits like pensions and account portability like 401(k)s for predictable retirement planning.
PERFECT FOR
Established businesses, older owners/key employees, stable workforce seeking predictability
Predictable benefit growth
Guaranteed annual credits plus interest credits (typically 5-7%)
Massive tax deductions
Often $200,000-$400,000+ annually for business owners
Account portability
Employees can roll over benefits when changing jobs
Age-neutral benefits
Fair benefit accrual for employees of all ages
Professional management
Expert actuarial oversight with simplified employee communication
Combo Plans (DB+401k)
Maximize retirement savings and tax benefits by strategically combining defined benefit and 401(k) plans for ultimate flexibility and contributions.
PERFECT FOR
High-income businesses, owners wanting maximum contributions, companies with diverse employee needs
Maximum contribution potential
Combine limits for $400,000+ total annual contributions
Layered tax strategy
Multiple deduction opportunities across different plan types
Employee satisfaction
Offers both guaranteed benefits and participant control
Flexible plan design
Customize benefits for different employee groups and business goals
Defined Benefit Plan
Enjoy tax-deferred growth, flexible contribution options, and expert support to maximize your savings.
PERFECT FOR
Established businesses, Owners 40+, stable cash flow
Contribute up to $350,000+ annually
Far exceeds 401(k) limits
Massive tax deductions
Often $100k-$300k+ per year
Guaranteed retirement income
Predictable monthly payments for life
Accelerate retirement savings
Catch up in final working years
Professional management included
Expert actuarial oversight
401(k) Plan
Attract and retain top talent while building tax-advantaged retirement savings for you and your team.
PERFECT FOR
Growing businesses, employee benefits, companies of all sizes
Employee retention advantage
Attract and keep top talent
Tax-deferred growth
Reduce current tax burden for all participants
Flexible contribution limits
Up to $23,000+ annually per employee
Employer tax deductions
Deduct matching contributions
Easy payroll integration
Seamless administration and reporting
Profit Sharing Plan
Reward your team's success while building substantial retirement savings with flexible contributions that align with your business performance.
PERFECT FOR
Profitable businesses, variable income, companies wanting flexible contributions
Flexible contribution timing
Contribute when business performs well, skip during lean years
High contribution limits
Up to $69,000 per participant annually (2024 limits)
Employee motivation tool
Directly ties retirement benefits to company success
Tax-advantaged distributions
Reduce current tax liability while rewarding performance
Simple administration
Less complex than defined benefit plans, more flexible than 401(k)s
Cash Balance Plan
Combine the best of both worlds with guaranteed benefits like pensions and account portability like 401(k)s for predictable retirement planning.
PERFECT FOR
Established businesses, older owners/key employees, stable workforce seeking predictability
Predictable benefit growth
Guaranteed annual credits plus interest credits (typically 5-7%)
Massive tax deductions
Often $200,000-$400,000+ annually for business owners
Account portability
Employees can roll over benefits when changing jobs
Age-neutral benefits
Fair benefit accrual for employees of all ages
Professional management
Expert actuarial oversight with simplified employee communication
Combo Plans (DB+401k)
Maximize retirement savings and tax benefits by strategically combining defined benefit and 401(k) plans for ultimate flexibility and contributions.
PERFECT FOR
High-income businesses, owners wanting maximum contributions, companies with diverse employee needs
Maximum contribution potential
Combine limits for $400,000+ total annual contributions
Layered tax strategy
Multiple deduction opportunities across different plan types
Employee satisfaction
Offers both guaranteed benefits and participant control
Flexible plan design
Customize benefits for different employee groups and business goals
Defined Benefit Plan
Enjoy tax-deferred growth, flexible contribution options, and expert support to maximize your savings.
PERFECT FOR
Established businesses, Owners 40+, stable cash flow
Contribute up to $350,000+ annually
Far exceeds 401(k) limits
Massive tax deductions
Often $100k-$300k+ per year
Guaranteed retirement income
Predictable monthly payments for life
Accelerate retirement savings
Catch up in final working years
Professional management included
Expert actuarial oversight
401(k) Plan
Attract and retain top talent while building tax-advantaged retirement savings for you and your team.
PERFECT FOR
Growing businesses, employee benefits, companies of all sizes
Employee retention advantage
Attract and keep top talent
Tax-deferred growth
Reduce current tax burden for all participants
Flexible contribution limits
Up to $23,000+ annually per employee
Employer tax deductions
Deduct matching contributions
Easy payroll integration
Seamless administration and reporting
Profit Sharing Plan
Reward your team's success while building substantial retirement savings with flexible contributions that align with your business performance.
PERFECT FOR
Profitable businesses, variable income, companies wanting flexible contributions
Flexible contribution timing
Contribute when business performs well, skip during lean years
High contribution limits
Up to $69,000 per participant annually (2024 limits)
Employee motivation tool
Directly ties retirement benefits to company success
Tax-advantaged distributions
Reduce current tax liability while rewarding performance
Simple administration
Less complex than defined benefit plans, more flexible than 401(k)s
Cash Balance Plan
Combine the best of both worlds with guaranteed benefits like pensions and account portability like 401(k)s for predictable retirement planning.
PERFECT FOR
Established businesses, older owners/key employees, stable workforce seeking predictability
Predictable benefit growth
Guaranteed annual credits plus interest credits (typically 5-7%)
Massive tax deductions
Often $200,000-$400,000+ annually for business owners
Account portability
Employees can roll over benefits when changing jobs
Age-neutral benefits
Fair benefit accrual for employees of all ages
Professional management
Expert actuarial oversight with simplified employee communication
Combo Plans (DB+401k)
Maximize retirement savings and tax benefits by strategically combining defined benefit and 401(k) plans for ultimate flexibility and contributions.
PERFECT FOR
High-income businesses, owners wanting maximum contributions, companies with diverse employee needs
Maximum contribution potential
Combine limits for $400,000+ total annual contributions
Layered tax strategy
Multiple deduction opportunities across different plan types
Employee satisfaction
Offers both guaranteed benefits and participant control
Flexible plan design
Customize benefits for different employee groups and business goals
Defined Benefit Plan
Enjoy tax-deferred growth, flexible contribution options, and expert support to maximize your savings.
PERFECT FOR
Established businesses, Owners 40+, stable cash flow
Contribute up to $350,000+ annually
Far exceeds 401(k) limits
Massive tax deductions
Often $100k-$300k+ per year
Guaranteed retirement income
Predictable monthly payments for life
Accelerate retirement savings
Catch up in final working years
Professional management included
Expert actuarial oversight
401(k) Plan
Attract and retain top talent while building tax-advantaged retirement savings for you and your team.
PERFECT FOR
Growing businesses, employee benefits, companies of all sizes
Employee retention advantage
Attract and keep top talent
Tax-deferred growth
Reduce current tax burden for all participants
Flexible contribution limits
Up to $23,000+ annually per employee
Employer tax deductions
Deduct matching contributions
Easy payroll integration
Seamless administration and reporting
Profit Sharing Plan
Reward your team's success while building substantial retirement savings with flexible contributions that align with your business performance.
PERFECT FOR
Profitable businesses, variable income, companies wanting flexible contributions
Flexible contribution timing
Contribute when business performs well, skip during lean years
High contribution limits
Up to $69,000 per participant annually (2024 limits)
Employee motivation tool
Directly ties retirement benefits to company success
Tax-advantaged distributions
Reduce current tax liability while rewarding performance
Simple administration
Less complex than defined benefit plans, more flexible than 401(k)s
Cash Balance Plan
Combine the best of both worlds with guaranteed benefits like pensions and account portability like 401(k)s for predictable retirement planning.
PERFECT FOR
Established businesses, older owners/key employees, stable workforce seeking predictability
Predictable benefit growth
Guaranteed annual credits plus interest credits (typically 5-7%)
Massive tax deductions
Often $200,000-$400,000+ annually for business owners
Account portability
Employees can roll over benefits when changing jobs
Age-neutral benefits
Fair benefit accrual for employees of all ages
Professional management
Expert actuarial oversight with simplified employee communication
Combo Plans (DB+401k)
Maximize retirement savings and tax benefits by strategically combining defined benefit and 401(k) plans for ultimate flexibility and contributions.
PERFECT FOR
High-income businesses, owners wanting maximum contributions, companies with diverse employee needs
Maximum contribution potential
Combine limits for $400,000+ total annual contributions
Layered tax strategy
Multiple deduction opportunities across different plan types
Employee satisfaction
Offers both guaranteed benefits and participant control
Flexible plan design
Customize benefits for different employee groups and business goals
Defined Benefit Plan
Enjoy tax-deferred growth, flexible contribution options, and expert support to maximize your savings.
PERFECT FOR
Established businesses, Owners 40+, stable cash flow
Contribute up to $350,000+ annually
Far exceeds 401(k) limits
Massive tax deductions
Often $100k-$300k+ per year
Guaranteed retirement income
Predictable monthly payments for life
Accelerate retirement savings
Catch up in final working years
Professional management included
Expert actuarial oversight
401(k) Plan
Attract and retain top talent while building tax-advantaged retirement savings for you and your team.
PERFECT FOR
Growing businesses, employee benefits, companies of all sizes
Employee retention advantage
Attract and keep top talent
Tax-deferred growth
Reduce current tax burden for all participants
Flexible contribution limits
Up to $23,000+ annually per employee
Employer tax deductions
Deduct matching contributions
Easy payroll integration
Seamless administration and reporting
Profit Sharing Plan
Reward your team's success while building substantial retirement savings with flexible contributions that align with your business performance.
PERFECT FOR
Profitable businesses, variable income, companies wanting flexible contributions
Flexible contribution timing
Contribute when business performs well, skip during lean years
High contribution limits
Up to $69,000 per participant annually (2024 limits)
Employee motivation tool
Directly ties retirement benefits to company success
Tax-advantaged distributions
Reduce current tax liability while rewarding performance
Simple administration
Less complex than defined benefit plans, more flexible than 401(k)s
Cash Balance Plan
Combine the best of both worlds with guaranteed benefits like pensions and account portability like 401(k)s for predictable retirement planning.
PERFECT FOR
Established businesses, older owners/key employees, stable workforce seeking predictability
Predictable benefit growth
Guaranteed annual credits plus interest credits (typically 5-7%)
Massive tax deductions
Often $200,000-$400,000+ annually for business owners
Account portability
Employees can roll over benefits when changing jobs
Age-neutral benefits
Fair benefit accrual for employees of all ages
Professional management
Expert actuarial oversight with simplified employee communication
Combo Plans (DB+401k)
Maximize retirement savings and tax benefits by strategically combining defined benefit and 401(k) plans for ultimate flexibility and contributions.
PERFECT FOR
High-income businesses, owners wanting maximum contributions, companies with diverse employee needs
Maximum contribution potential
Combine limits for $400,000+ total annual contributions
Layered tax strategy
Multiple deduction opportunities across different plan types
Employee satisfaction
Offers both guaranteed benefits and participant control
Flexible plan design
Customize benefits for different employee groups and business goals
Defined Benefit Plan
Enjoy tax-deferred growth, flexible contribution options, and expert support to maximize your savings.
PERFECT FOR
Established businesses, Owners 40+, stable cash flow
Contribute up to $350,000+ annually
Far exceeds 401(k) limits
Massive tax deductions
Often $100k-$300k+ per year
Guaranteed retirement income
Predictable monthly payments for life
Accelerate retirement savings
Catch up in final working years
Professional management included
Expert actuarial oversight
401(k) Plan
Attract and retain top talent while building tax-advantaged retirement savings for you and your team.
PERFECT FOR
Growing businesses, employee benefits, companies of all sizes
Employee retention advantage
Attract and keep top talent
Tax-deferred growth
Reduce current tax burden for all participants
Flexible contribution limits
Up to $23,000+ annually per employee
Employer tax deductions
Deduct matching contributions
Easy payroll integration
Seamless administration and reporting
Profit Sharing Plan
Reward your team's success while building substantial retirement savings with flexible contributions that align with your business performance.
PERFECT FOR
Profitable businesses, variable income, companies wanting flexible contributions
Flexible contribution timing
Contribute when business performs well, skip during lean years
High contribution limits
Up to $69,000 per participant annually (2024 limits)
Employee motivation tool
Directly ties retirement benefits to company success
Tax-advantaged distributions
Reduce current tax liability while rewarding performance
Simple administration
Less complex than defined benefit plans, more flexible than 401(k)s
Cash Balance Plan
Combine the best of both worlds with guaranteed benefits like pensions and account portability like 401(k)s for predictable retirement planning.
PERFECT FOR
Established businesses, older owners/key employees, stable workforce seeking predictability
Predictable benefit growth
Guaranteed annual credits plus interest credits (typically 5-7%)
Massive tax deductions
Often $200,000-$400,000+ annually for business owners
Account portability
Employees can roll over benefits when changing jobs
Age-neutral benefits
Fair benefit accrual for employees of all ages
Professional management
Expert actuarial oversight with simplified employee communication
Combo Plans (DB+401k)
Maximize retirement savings and tax benefits by strategically combining defined benefit and 401(k) plans for ultimate flexibility and contributions.
PERFECT FOR
High-income businesses, owners wanting maximum contributions, companies with diverse employee needs
Maximum contribution potential
Combine limits for $400,000+ total annual contributions
Layered tax strategy
Multiple deduction opportunities across different plan types
Employee satisfaction
Offers both guaranteed benefits and participant control
Flexible plan design
Customize benefits for different employee groups and business goals
Defined Benefit Plan
Enjoy tax-deferred growth, flexible contribution options, and expert support to maximize your savings.
PERFECT FOR
Established businesses, Owners 40+, stable cash flow
Contribute up to $350,000+ annually
Far exceeds 401(k) limits
Massive tax deductions
Often $100k-$300k+ per year
Guaranteed retirement income
Predictable monthly payments for life
Accelerate retirement savings
Catch up in final working years
Professional management included
Expert actuarial oversight
401(k) Plan
Attract and retain top talent while building tax-advantaged retirement savings for you and your team.
PERFECT FOR
Growing businesses, employee benefits, companies of all sizes
Employee retention advantage
Attract and keep top talent
Tax-deferred growth
Reduce current tax burden for all participants
Flexible contribution limits
Up to $23,000+ annually per employee
Employer tax deductions
Deduct matching contributions
Easy payroll integration
Seamless administration and reporting
Profit Sharing Plan
Reward your team's success while building substantial retirement savings with flexible contributions that align with your business performance.
PERFECT FOR
Profitable businesses, variable income, companies wanting flexible contributions
Flexible contribution timing
Contribute when business performs well, skip during lean years
High contribution limits
Up to $69,000 per participant annually (2024 limits)
Employee motivation tool
Directly ties retirement benefits to company success
Tax-advantaged distributions
Reduce current tax liability while rewarding performance
Simple administration
Less complex than defined benefit plans, more flexible than 401(k)s
Cash Balance Plan
Combine the best of both worlds with guaranteed benefits like pensions and account portability like 401(k)s for predictable retirement planning.
PERFECT FOR
Established businesses, older owners/key employees, stable workforce seeking predictability
Predictable benefit growth
Guaranteed annual credits plus interest credits (typically 5-7%)
Massive tax deductions
Often $200,000-$400,000+ annually for business owners
Account portability
Employees can roll over benefits when changing jobs
Age-neutral benefits
Fair benefit accrual for employees of all ages
Professional management
Expert actuarial oversight with simplified employee communication
Combo Plans (DB+401k)
Maximize retirement savings and tax benefits by strategically combining defined benefit and 401(k) plans for ultimate flexibility and contributions.
PERFECT FOR
High-income businesses, owners wanting maximum contributions, companies with diverse employee needs
Maximum contribution potential
Combine limits for $400,000+ total annual contributions
Layered tax strategy
Multiple deduction opportunities across different plan types
Employee satisfaction
Offers both guaranteed benefits and participant control
Flexible plan design
Customize benefits for different employee groups and business goals
Defined Benefit Plan
Enjoy tax-deferred growth, flexible contribution options, and expert support to maximize your savings.
PERFECT FOR
Established businesses, Owners 40+, stable cash flow
Contribute up to $350,000+ annually
Far exceeds 401(k) limits
Massive tax deductions
Often $100k-$300k+ per year
Guaranteed retirement income
Predictable monthly payments for life
Accelerate retirement savings
Catch up in final working years
Professional management included
Expert actuarial oversight
401(k) Plan
Attract and retain top talent while building tax-advantaged retirement savings for you and your team.
PERFECT FOR
Growing businesses, employee benefits, companies of all sizes
Employee retention advantage
Attract and keep top talent
Tax-deferred growth
Reduce current tax burden for all participants
Flexible contribution limits
Up to $23,000+ annually per employee
Employer tax deductions
Deduct matching contributions
Easy payroll integration
Seamless administration and reporting
Profit Sharing Plan
Reward your team's success while building substantial retirement savings with flexible contributions that align with your business performance.
PERFECT FOR
Profitable businesses, variable income, companies wanting flexible contributions
Flexible contribution timing
Contribute when business performs well, skip during lean years
High contribution limits
Up to $69,000 per participant annually (2024 limits)
Employee motivation tool
Directly ties retirement benefits to company success
Tax-advantaged distributions
Reduce current tax liability while rewarding performance
Simple administration
Less complex than defined benefit plans, more flexible than 401(k)s
Cash Balance Plan
Combine the best of both worlds with guaranteed benefits like pensions and account portability like 401(k)s for predictable retirement planning.
PERFECT FOR
Established businesses, older owners/key employees, stable workforce seeking predictability
Predictable benefit growth
Guaranteed annual credits plus interest credits (typically 5-7%)
Massive tax deductions
Often $200,000-$400,000+ annually for business owners
Account portability
Employees can roll over benefits when changing jobs
Age-neutral benefits
Fair benefit accrual for employees of all ages
Professional management
Expert actuarial oversight with simplified employee communication
Combo Plans (DB+401k)
Maximize retirement savings and tax benefits by strategically combining defined benefit and 401(k) plans for ultimate flexibility and contributions.
PERFECT FOR
High-income businesses, owners wanting maximum contributions, companies with diverse employee needs
Maximum contribution potential
Combine limits for $400,000+ total annual contributions
Layered tax strategy
Multiple deduction opportunities across different plan types
Employee satisfaction
Offers both guaranteed benefits and participant control
Flexible plan design
Customize benefits for different employee groups and business goals
Defined Benefit Plan
Enjoy tax-deferred growth, flexible contribution options, and expert support to maximize your savings.
PERFECT FOR
Established businesses, Owners 40+, stable cash flow
Contribute up to $350,000+ annually
Far exceeds 401(k) limits
Massive tax deductions
Often $100k-$300k+ per year
Guaranteed retirement income
Predictable monthly payments for life
Accelerate retirement savings
Catch up in final working years
Professional management included
Expert actuarial oversight
401(k) Plan
Attract and retain top talent while building tax-advantaged retirement savings for you and your team.
PERFECT FOR
Growing businesses, employee benefits, companies of all sizes
Employee retention advantage
Attract and keep top talent
Tax-deferred growth
Reduce current tax burden for all participants
Flexible contribution limits
Up to $23,000+ annually per employee
Employer tax deductions
Deduct matching contributions
Easy payroll integration
Seamless administration and reporting
Profit Sharing Plan
Reward your team's success while building substantial retirement savings with flexible contributions that align with your business performance.
PERFECT FOR
Profitable businesses, variable income, companies wanting flexible contributions
Flexible contribution timing
Contribute when business performs well, skip during lean years
High contribution limits
Up to $69,000 per participant annually (2024 limits)
Employee motivation tool
Directly ties retirement benefits to company success
Tax-advantaged distributions
Reduce current tax liability while rewarding performance
Simple administration
Less complex than defined benefit plans, more flexible than 401(k)s
Cash Balance Plan
Combine the best of both worlds with guaranteed benefits like pensions and account portability like 401(k)s for predictable retirement planning.
PERFECT FOR
Established businesses, older owners/key employees, stable workforce seeking predictability
Predictable benefit growth
Guaranteed annual credits plus interest credits (typically 5-7%)
Massive tax deductions
Often $200,000-$400,000+ annually for business owners
Account portability
Employees can roll over benefits when changing jobs
Age-neutral benefits
Fair benefit accrual for employees of all ages
Professional management
Expert actuarial oversight with simplified employee communication
Combo Plans (DB+401k)
Maximize retirement savings and tax benefits by strategically combining defined benefit and 401(k) plans for ultimate flexibility and contributions.
PERFECT FOR
High-income businesses, owners wanting maximum contributions, companies with diverse employee needs
Maximum contribution potential
Combine limits for $400,000+ total annual contributions
Layered tax strategy
Multiple deduction opportunities across different plan types
Employee satisfaction
Offers both guaranteed benefits and participant control
Flexible plan design
Customize benefits for different employee groups and business goals
Defined Benefit Plan
Enjoy tax-deferred growth, flexible contribution options, and expert support to maximize your savings.
PERFECT FOR
Established businesses, Owners 40+, stable cash flow
Contribute up to $350,000+ annually
Far exceeds 401(k) limits
Massive tax deductions
Often $100k-$300k+ per year
Guaranteed retirement income
Predictable monthly payments for life
Accelerate retirement savings
Catch up in final working years
Professional management included
Expert actuarial oversight
401(k) Plan
Attract and retain top talent while building tax-advantaged retirement savings for you and your team.
PERFECT FOR
Growing businesses, employee benefits, companies of all sizes
Employee retention advantage
Attract and keep top talent
Tax-deferred growth
Reduce current tax burden for all participants
Flexible contribution limits
Up to $23,000+ annually per employee
Employer tax deductions
Deduct matching contributions
Easy payroll integration
Seamless administration and reporting
Profit Sharing Plan
Reward your team's success while building substantial retirement savings with flexible contributions that align with your business performance.
PERFECT FOR
Profitable businesses, variable income, companies wanting flexible contributions
Flexible contribution timing
Contribute when business performs well, skip during lean years
High contribution limits
Up to $69,000 per participant annually (2024 limits)
Employee motivation tool
Directly ties retirement benefits to company success
Tax-advantaged distributions
Reduce current tax liability while rewarding performance
Simple administration
Less complex than defined benefit plans, more flexible than 401(k)s
Cash Balance Plan
Combine the best of both worlds with guaranteed benefits like pensions and account portability like 401(k)s for predictable retirement planning.
PERFECT FOR
Established businesses, older owners/key employees, stable workforce seeking predictability
Predictable benefit growth
Guaranteed annual credits plus interest credits (typically 5-7%)
Massive tax deductions
Often $200,000-$400,000+ annually for business owners
Account portability
Employees can roll over benefits when changing jobs
Age-neutral benefits
Fair benefit accrual for employees of all ages
Professional management
Expert actuarial oversight with simplified employee communication
Combo Plans (DB+401k)
Maximize retirement savings and tax benefits by strategically combining defined benefit and 401(k) plans for ultimate flexibility and contributions.
PERFECT FOR
High-income businesses, owners wanting maximum contributions, companies with diverse employee needs
Maximum contribution potential
Combine limits for $400,000+ total annual contributions
Layered tax strategy
Multiple deduction opportunities across different plan types
Employee satisfaction
Offers both guaranteed benefits and participant control
Flexible plan design
Customize benefits for different employee groups and business goals
Defined Benefit Plan
Enjoy tax-deferred growth, flexible contribution options, and expert support to maximize your savings.
PERFECT FOR
Established businesses, Owners 40+, stable cash flow
Contribute up to $350,000+ annually
Far exceeds 401(k) limits
Massive tax deductions
Often $100k-$300k+ per year
Guaranteed retirement income
Predictable monthly payments for life
Accelerate retirement savings
Catch up in final working years
Professional management included
Expert actuarial oversight
401(k) Plan
Attract and retain top talent while building tax-advantaged retirement savings for you and your team.
PERFECT FOR
Growing businesses, employee benefits, companies of all sizes
Employee retention advantage
Attract and keep top talent
Tax-deferred growth
Reduce current tax burden for all participants
Flexible contribution limits
Up to $23,000+ annually per employee
Employer tax deductions
Deduct matching contributions
Easy payroll integration
Seamless administration and reporting
Profit Sharing Plan
Reward your team's success while building substantial retirement savings with flexible contributions that align with your business performance.
PERFECT FOR
Profitable businesses, variable income, companies wanting flexible contributions
Flexible contribution timing
Contribute when business performs well, skip during lean years
High contribution limits
Up to $69,000 per participant annually (2024 limits)
Employee motivation tool
Directly ties retirement benefits to company success
Tax-advantaged distributions
Reduce current tax liability while rewarding performance
Simple administration
Less complex than defined benefit plans, more flexible than 401(k)s
Cash Balance Plan
Combine the best of both worlds with guaranteed benefits like pensions and account portability like 401(k)s for predictable retirement planning.
PERFECT FOR
Established businesses, older owners/key employees, stable workforce seeking predictability
Predictable benefit growth
Guaranteed annual credits plus interest credits (typically 5-7%)
Massive tax deductions
Often $200,000-$400,000+ annually for business owners
Account portability
Employees can roll over benefits when changing jobs
Age-neutral benefits
Fair benefit accrual for employees of all ages
Professional management
Expert actuarial oversight with simplified employee communication
Combo Plans (DB+401k)
Maximize retirement savings and tax benefits by strategically combining defined benefit and 401(k) plans for ultimate flexibility and contributions.
PERFECT FOR
High-income businesses, owners wanting maximum contributions, companies with diverse employee needs
Maximum contribution potential
Combine limits for $400,000+ total annual contributions
Layered tax strategy
Multiple deduction opportunities across different plan types
Employee satisfaction
Offers both guaranteed benefits and participant control
Flexible plan design
Customize benefits for different employee groups and business goals
Customers Love
Us, So Will You.
Hear from satisfied clients about how EZ Pension transforms retirement planning with personalized, expert solutions and exceptional support.
"Switching to EZ Pension transformed our 401(k) setup from a headache into a smooth launch. Their team handled every detail with clear steps and quick answers, letting us focus on growing the business instead of paperwork."
- Dr. Lisa Chen
"What stands out is how EZ Pension keeps our defined benefit plan compliant year after year without surprises. Their experts spot issues early and explain everything simply, saving us time and worry while protecting our team's retirement security."
- Christopher Kim
"As a small firm, we needed a partner who scales with us. EZ Pension customized our profit-sharing plan to fit our cash flow perfectly and provides ongoing reports that make decisions easy. It's like having an in-house pro without the overhead."
- Mark Rivera
"EZ Pension's support turned our plan rollout into a win for employee morale. They guided us through enrollment with personalized tools that boosted participation, and now our team feels valued— all without any compliance headaches."
- Sarah Chung
Customers Love
Us, So Will You.
Hear from satisfied clients about how EZ Pension transforms retirement planning with personalized, expert solutions and exceptional support.
"Switching to EZ Pension transformed our 401(k) setup from a headache into a smooth launch. Their team handled every detail with clear steps and quick answers, letting us focus on growing the business instead of paperwork."
- Dr. Lisa Chen
"What stands out is how EZ Pension keeps our defined benefit plan compliant year after year without surprises. Their experts spot issues early and explain everything simply, saving us time and worry while protecting our team's retirement security."
- Christopher Kim
"As a small firm, we needed a partner who scales with us. EZ Pension customized our profit-sharing plan to fit our cash flow perfectly and provides ongoing reports that make decisions easy. It's like having an in-house pro without the overhead."
- Mark Rivera
"EZ Pension's support turned our plan rollout into a win for employee morale. They guided us through enrollment with personalized tools that boosted participation, and now our team feels valued— all without any compliance headaches."
- Sarah Chung
Customers Love
Us, So Will You.
Hear from satisfied clients about how EZ Pension transforms retirement planning with personalized, expert solutions and exceptional support.
"Switching to EZ Pension transformed our 401(k) setup from a headache into a smooth launch. Their team handled every detail with clear steps and quick answers, letting us focus on growing the business instead of paperwork."
- Dr. Lisa Chen
"What stands out is how EZ Pension keeps our defined benefit plan compliant year after year without surprises. Their experts spot issues early and explain everything simply, saving us time and worry while protecting our team's retirement security."
- Christopher Kim
"As a small firm, we needed a partner who scales with us. EZ Pension customized our profit-sharing plan to fit our cash flow perfectly and provides ongoing reports that make decisions easy. It's like having an in-house pro without the overhead."
- Mark Rivera
"EZ Pension's support turned our plan rollout into a win for employee morale. They guided us through enrollment with personalized tools that boosted participation, and now our team feels valued— all without any compliance headaches."
- Sarah Chung
Customers love us, so will you.
Hear from satisfied clients about how EZ Pension transforms retirement planning with personalized, expert solutions and exceptional support.
"Switching to EZ Pension transformed our 401(k) setup from a headache into a smooth launch. Their team handled every detail with clear steps and quick answers, letting us focus on growing the business instead of paperwork."
- Dr. Lisa Chen
"What stands out is how EZ Pension keeps our defined benefit plan compliant year after year without surprises. Their experts spot issues early and explain everything simply, saving us time and worry while protecting our team's retirement security."
- Christopher Kim
"As a small firm, we needed a partner who scales with us. EZ Pension customized our profit-sharing plan to fit our cash flow perfectly and provides ongoing reports that make decisions easy. It's like having an in-house pro without the overhead."
- Mark Rivera
"EZ Pension's support turned our plan rollout into a win for employee morale. They guided us through enrollment with personalized tools that boosted participation, and now our team feels valued— all without any compliance headaches."
- Sarah Chung
Frequently asked, happily answered
Frequently asked, happily answered
Find clear, expert insights on EZ Pension services, plans, and support tailored to your needs.
About us
DB plans
401(k) Plans
What types of businesses does EZ Pension serve?
We specialize in working with businesses that have fewer than 100 employees, spanning a variety of industries including healthcare, professional services, manufacturing, law, food, and retail.
How long has EZ Pension been in business?
What makes EZ Pension different from other retirement plan providers?
Do you provide ongoing support after plan setup?
What credentials and certifications do your team members hold?
How quickly can you set up a new retirement plan?
Do you offer plan consulting and design services?
About us
DB plans
401(k) Plans
What types of businesses does EZ Pension serve?
We specialize in working with businesses that have fewer than 100 employees, spanning a variety of industries including healthcare, professional services, manufacturing, law, food, and retail.
How long has EZ Pension been in business?
What makes EZ Pension different from other retirement plan providers?
Do you provide ongoing support after plan setup?
What credentials and certifications do your team members hold?
How quickly can you set up a new retirement plan?
Do you offer plan consulting and design services?
About us
DB plans
401(k) Plans
What types of businesses does EZ Pension serve?
We specialize in working with businesses that have fewer than 100 employees, spanning a variety of industries including healthcare, professional services, manufacturing, law, food, and retail.
How long has EZ Pension been in business?
What makes EZ Pension different from other retirement plan providers?
Do you provide ongoing support after plan setup?
What credentials and certifications do your team members hold?
How quickly can you set up a new retirement plan?
Do you offer plan consulting and design services?
About us
DB plans
401(k) Plans
What types of businesses does EZ Pension serve?
We specialize in working with businesses that have fewer than 100 employees, spanning a variety of industries including healthcare, professional services, manufacturing, law, food, and retail.
How long has EZ Pension been in business?
What makes EZ Pension different from other retirement plan providers?
Do you provide ongoing support after plan setup?
What credentials and certifications do your team members hold?
How quickly can you set up a new retirement plan?
Do you offer plan consulting and design services?
Take Control of Your Company’s Future
Join 180+ businesses nationwide who trust EZ Pension to maximize their retirement savings while minimizing taxes. Your financial security starts with one conversation.
Limited slots available this month - Book your consultation Today
Limited slots available this month
Book your consultation Today
No Up-front Costs
Custom Plan Recommendations
30-minute Consultation