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Retirement Planning

A Wide Variety of Retirement Plans to Meet Your Needs

The Insurance Office of America Retirement Services Communications Team has over 75 years of experience in the design and implementation of hundreds of retirement plans.

Our areas of expertise include the following Plans:

• Defined Benefit

• Defined Contribution

  • Profit Sharing (Age Weighted, New Comparability, Social Security Integration)
  • 401(k) (including Safe Harbor)
  • 403(b)
  • 457

• Simple & SEP

• IRA (Traditional, Rollover, Roth)

If you would like us to help structure a retirement plan for your company or review your current plan, please contact us today. You may also complete our 401(k) Questionnaire to have a representative contact you with answers to your specific retirement plan questions.