Retirement Solutions

401(k) Plans/Defined Contribution Plans »
We can help your company or organization with 401(k), 403(b), 457 and other defined contribution plans. Partner with Loring Ward Total Retirement… 

Defined Benefit Plans »
Defined Benefit Plans may be an excellent solution for high-income professionals, independent consultants, 1-15 person firms, and the self employed.

Employee Stock »
An employee stock ownership plan (ESOP) serves as an employee benefit plan and a corporate finance tool. ESOPs help business owners meet a variety of individual and corporate goals…

Non-Qualified Plans »
Qualified employee benefit programs discriminate against owners and highly compensated employees by placing limits on their contributions, payouts and tax advantages.

Advanced Strategies »
Advanced strategies are for closely-held businesses with annual profits of at least $1 million. These strategies can provide substantial risk management, tax, cash flow, and other benefits.