PLANMARK takes care of all the details in a smart, efficient manner to provide you with an experience like no other you will find anywhere.

 We offer a variety of plan types including:

• Traditional Profit Sharing
• 401(k)
• New Comparability Profit Sharing
• Safe Harbor 401(k)
• Defined Benefit

In addition to plan design, we have access to a select group of investment providers who offer:

• Daily valuation for 401(k) plans
• Toll-free phone account access
• On-line transaction capability
• Turn-key participant recordkeeping

Once you have the right plan in place, PLANMARK is available to help you select the right mix of investments for your plan.