401(k) & Retirement Plans


Most successful companies (large and small) offer some sort of retirement savings benefit (most commonly a 401(k) plan) to their employees.  Many employers do not realize that a successful retirement plan is not only a benefit to the employees but a potentially large tax savings vehicle for the business owner as well.  Jordan Dynamics has the experience and resources to help with plan design as well as fee benchmarking to ensure you and your employees are enrolled in the best possible plan at the lowest cost.

Retirement Plans We Specialize In:

  • Traditional 401(k)

  • Safe Harbor 401(k)

  • Cross Tested Profit Sharing Plans

  • Defined Benefit / Cash Balance Plans

  • Self Directed Brokerage Accounts