Blueprint Retirement Services designs and administers Cash Balance Plans and 401(k) Profit Sharing Plans to help self-employed individuals and small business owners accelerate their tax-deferred retirement plan savings. We partner with financial advisors and CPAs to help take the complicated world of qualified retirement plans and provide simple and easy-to-understand solutions.

Retirement Savings for Small Business Owners

Qualified retirement plans such as Cash Balance Plans and Profit Sharing Plans offer significant tax deductible contributions.
We design the retirement plans to accumulate a significant proportion of the benefits to the small business owners.
Plan assets continue to grow tax-deferred until retirement.
Assets in qualified pension plans are generally protected from creditors under ERISA law even if the business goes bankrupt.

We partner with you to design the retirement plans best suited to your client's retirement savings and tax deferral goals.
We prepare the plan documents, adoption agreements, resolutions, and trust agreements for the plan sponsor's legal review.
We provide all ongoing administration and actuarial services to ensure IRS and DOL compliance.
You maintain your current relationship with your client relating to all investment decisions.