Bush Retirement Plan Services

Plan Design and Review


During plan design, we listen to our clients, identify their needs and study employee demographics that include employee type, compensation, age, longevity and level of sophistication. From our research we develop defined contribution plan projections comparing different designs, such as 401(k), Safe Harbor 401(k), Cross Tested and Profit Sharing plans.

For small business owners, whose only employee is the owner, we offer the Solo 401(k) plan.

In addition, we offer 403(b), defined benefit and cash balance plans.

After the initial plan design, we provide a thorough plan review annually.