Corporate Retirement Plans

Quantum Capital Retirement Plan Services

We are experts in helping small and medium size business owners set up retirement and pension plans to maximize retirement savings, minimize state and federal taxes and reduce investment plan fees.

A business owner that sets up a combined 401k and Defined Benefit Plan can save $20,000-$80,000+ per year in federal and state taxes.

As fee-only, fiduciary advisors, we are bound by law to select only the lowest fee investments like ETFs and Vanguard funds for your 401k Plans and individual stocks and bonds for your pension plans.

There are hundreds of laws and regulations under the Department of Labor, ERISA and IRS that need to be followed for these types of plans.  We are experts that can guide you through the process to set up a new plan or enhance and lower fees in your existing plan.

Understanding Defined Benefit Plans

A QCI DB Plan is a defined benefit pension plan designed specifically to meet the tax savings and retirement income needs of people who are:

• 40+ years of age. In general, the older you are, the more you can save each year.
• Earning $75,000 or more annually. Depending on your age, you may be able to contribute as much as 80% or more to a DB plan.
• Able to contribute a significant amount of earned income for 3 years or longer.
• Sole proprietor, LLC, s-corp or C-corporation

Quantum Capital Investments Inc. specializes in simplifying the set up and ongoing administration of defined benefit plans for small business owners as well as providing them with a wide array of investment options.

401k Advice

Our advice is designed to educate plan sponsors in how to create and implement processes managing their fiduciary liabilities. In short, our goal is to help plan sponsors craft a plan of excellence for themselves and their employees.

401K Consulting Services

We have become one of Chicago’s best independent consulting firms because we Maximize 401k Efficiency, ensure total plan costs are relevant and we reduce 401k risk.

Plan Sponsors

Plan Sponsors have a multitude of tools at their disposal with our robust platform.  We can take over responsibility and liability from business owners for investment selection.

401k Fiduciary Accountability

No matter how many advisors, committees, or board members participate in the decisions of running a 401k plan, ultimate responsibility for  401k plan’s performance rests squarely upon the sponsor.  We can assist with this process or take on the liability associated with selecting the best plan design and investment choices.