Employer Plans

Cookie is a Chartered Retirement Plans Specialist and she offers a multitude of Employer and Individual Plans.

Defined Contribution

401K and Simple 401K

Profit Sharing

Stock Bonus

Employee Stock Ownership

Money Purchase

Target Benefit

Age Weighted Profit Sharing

Cross Tested Profit Sharing

 Defined Benefits Plans

Defined Benefit Pension Plan

Cash Balance Pension Plans

Pension Equity Plan

Hybrid Plans(cash balance and equity plan combo)

Floor Offset Plan

Insurance Contract Plan

Eligible Combine Plans

Individual Plans

SEP Plans

Simple Plans

Individual IRAs and Simple IRAs


Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance, and administration of retirement plans.