Retirement Plan Services

  • Customized Plan Design
  • Affordable Administration
  • Multiple Fund Families
  • Investment Advice

Our commitment to our clients and our referral partners is to put together a comprehensive retirement plan package with the most tax efficient plan design and nationally recognized investment options with broad diversification across all asset classes.

401(k) Plans Customized Plan Design
Safe Harbor 401(k) Plans Employee Education
Profit Sharing Personalized Asset Allocation
Defined Benefit Pension Plans Investment Advice
412i Defined Benefit Plans Fiduciary Due Diligence
403(b) Plans Annual Plan Reviews
SEP Plans Investment Policy Statements
457 Plans Executive Benefits
SEP Plans Deferred Compensation
Traditional IRAs
Roth IRAs

Simple IRAs
Customized Plan Design
Employee Education
Personalized Asset Allocation
Investment Advice
Fiduciary Due Diligence
Annual Plan Reviews
Investment Policy Statements
Executive Benefits
Deferred Compensation

Contact our Director of Retirement Plan Sales, Soozie McDonald to get more information and to start your retirement planning today (800) 548-2671.

Licensed for Securities Sales in California.  Licensed for Insurance Sales in California.

CA Insurance LIC: 0504164

The Information in this website is for information purposes only and is
not intended as an offer of services or a solicitation of sales in any jurisdiction
where we are not licensed or the products described are not available.

Representatives of AIC do not provide tax or legal advice.
Please consult your tax advisor or attorney regarding your situation. 

Securities and Advisory Services offered through Ameritas Investment Corp.(AIC). Member FINRA/SIPC.
AIC and David White & Associates are not affiliated. 

                
©2010 David White & Associates. All rights reserved.