As a document provider, SAI is able to offer a full range of qualified and non-qualified retirement plans. Our design team tailors documents to meet the specific needs of our clients. Whether you are a large corporation, a sole proprietor, or even a government agency, SAI has the right plan for you. These are just some of the plan types we offer:
- Combination Plans – Cash Balance & 401(k), Defined Benefit & 401(k)
- Profit Sharing – Traditional, Age-weighted, New Comparability
- 401(k)/Profit Sharing
- Defined Benefit – Traditional, Cash Balance, Fully Insured
- 403(b)
- 457(b) / 457(f)
- Money Purchase
- Target Benefit
