Plan Design

Not only do we develop the plan design and help keep it current, but we work closely with our client’s financial, tax, legal and payroll service providers, with no affiliation with any other company or institution. The retirement plan experience is made much easier with an expert who can communicate with all parties involved.

We will help you understand the important considerations involved in establishing a total retirement program. We offer virtually every type of qualified retirement plan available and will analyze your objectives and design the proper plan to meet those objectives.

We will customize a plan design that is focused on what you want and need, not what is easiest for us to administer. We will work with you every year to make sure the plan provisions continue to meet your needs. Jordan & Associates Retirement Services understands the needs of business owners.

Take advantage of our expertise!

We offer creative solutions not standardized plan design

TESTIMONIAL

Jordan & Associates Retirement Services has worked with Wyatt Irrigation Supply, Inc. for thirty-five years on our business’ retirement plans. Over that period of time, our business expanded from one location to four locations with a corresponding increase in number of employees from four to over thirty-five. Over the many years and with the growth of our business, our needs changed from time to time. Jordan & Associates Retirement Services was always proactive, helpful and “there for us.” They are true professionals in every sense. 

Phillip G. Wyatt—Wyatt Irrigation Supply, Inc.

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