Jordan & Associates

Retirement and Profit Sharing 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 plans to meet specific contribution and benefit needs, considering factors such as compensation, age, employee group size, desired retirement benefits, and profitability. We are able to complete the entire process, from initial consultation to customized plan design and annual administration.

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. The 1000 plans we manage can range in size from 1 participant to thousands of participants.