Retirement and Profit Sharing Plan Design and Administration

Jordan & Associates 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 1300 plans we manage can range in size from 1 participant to thousands of participants.