Highland Advisory Group
  • Home Page
  • Who we are
  • Employee Benefits
  • Insurance Services
  • Retirement Plan Services
  • Human Resource Services
  • Contact Us
  • More
    • Home Page
    • Who we are
    • Employee Benefits
    • Insurance Services
    • Retirement Plan Services
    • Human Resource Services
    • Contact Us

Highland Advisory Group

  • Home Page
  • Who we are
  • Employee Benefits
  • Insurance Services
  • Retirement Plan Services
  • Human Resource Services
  • Contact Us

Retirement Plan Services

As your business evolves, we understand your needs will change.  When we analyze your business we consider where you are today and what your long term goals are for your company.  We will recommend various plans to meet your budgetary, flexibility, future growth and even future sale of the business.


We will work closely with all vendors to to verify that compliance with all the necessary ERISA rules and regulations.  This will ensure that the plan your choose will have the greatest benefits for you as the owner.  Additionally, we will conduct  the open enrollment, plan explanation and routine participant education to ensure you, as well as all the employees understand the benefits of the plan.

We offer the following types of plans:

  • Simple IRA / SEP IRA
  • 401(k) / 403(b) / 457
  • Solo 401(k)
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Cash Balance Plans
  • Employee Stock Ownership Plans (ESOP)
  • Non-Qualified Deferred Compensation Plans



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