Types of Retirement Plans

Canby Financial Advisors can assist you and your organization with the following types of retirement plan products:

  • 401(k) plans with discretionary matching and profit sharing contributions
  • Safe harbor 401(k) plans with required employer contributions but reduced compliance testing
  • Profit-sharing plans—straight, age-weighted and new comparability designs, with or without social security integration
  • Defined benefit plans, including cash balance plans 
  • SIMPLE IRA plans for small employers with less than 25 employees looking for reduced costs
  • 403(b) programs for education, health, and religious organizations and their employees
  • Individual 401(k) plans, for one-person businesses and their family members

Please contact us at [email protected] or call 508.598.1082 to determine which plan design offers the greatest benefit to your organization.