Design Tool

Answer the questions below to see what plans might be a good fit for your business.

What does this tool do?

This tool is designed to help you gain a better sense of the types of qualified plans to consider for yourself and your business. This is by no means an exhaustive tool, and the category of "Advanced Planning" means that there are greater opportunities that may be available to you, and you should consider talking with a professional.


Not sure what a qualified plan is?

Use the links below to check out some resources.

Solo and Corporate 401(k)

Profit Sharing Plan

Defined Benefit/Cash Balance Plan

Advanced Planning