Jordan & Associates

Qualified Retirement Plan Design and Administration

  • 401(k) Profit Sharing Plans
  • Money Purchase Pension Plans
  • Target Benefit Pension Plans
  • Defined Benefit Pension Plans
  • Employee Stock Ownership Plans

Jordan & Associates Retirement Services designs tax-qualified retirement plans to meet the specific contribution and benefit needs of the businesses we serve. The factors considered include compensation and ages of owners and employees, employee group size, desired retirement benefits, business profitability and your business philosophy with respect to employee benefits. We assist with the entire process, from initial consultation to customized plan design and ongoing annual plan administration, including all reports and filings required by governing regulations.

Our clients include all types of businesses, including regular corporations (publicly-traded or closely-held), self-employed persons, subchapter-S corporations, partnerships, LLP’s, LLC’s and non-profit organizations. We assist in the administration of approximately 900 plans that range in size from one participant to hundred of participants, with plan assets ranging from less than $50,000 to many millions of dollars.