Owner Only Solutions
Defined Benefit
With a DB Plan, the only contributions made are those by your employer – YOU! This is a great option for owner only businesses allowing you to create a retirement plan with a guaranteed monthly income.

401(K) Traditional And Roth
You might think your business is too small to have a functioning 401k plan, but you’d be wrong. Owner only 401k, or plans that include your spouse, are available to you right now. Offering many advantages over the traditional SEP plan that has become the mainstay plan for owner only businesses. You have choices!

Non-Qualified Deferred
A non-qualified, deferred compensation (NQDC) plan allows you to earn wages, bonuses, or other compensation in one year but receive the earnings—and defer the income tax on them—in a later year, or when you retire. Doing this provides income in the future (often after you’ve retired) and may reduce the tax payable on the income.
Think about a brighter future with your retirement in place.
Qualified Domestic Relations Order
When divorce is on the cards, your spouse may be entitled to a portion of your pension plan. If that’s the case you’ll need a Qualified domestic Relations Order (QDRO). A QDRO is a judgement, decree or order for a retirement plan to pay child support, alimony or marital property rights to a spouse, former spouse, child or other dependent of a participant.
Hopefully you’ll never need help with this, but if you do, we’re here to support you.

(QDRO) Valuation
When a QDRO Order is in place, it’s vital to get a valuation of the retirement plan and ensure that the valuation date is recorded properly. Whatever the valuation of the pension on the valuation date will determine what the plan was valued at up to, and including that date and the proceeds will be distributed accordingly. This ensures that any funds added after that date are not distributed to your spouse – if that is what the order demands.

FOCUSED ON YOUR RETIREMENT
QUALIFIED PROFESSIONALS
INTELLECTUAL PLANNING
Putting brains into planning to keep the emotions in check.
CUSTOMISED TO FIT
SIZE DOESN'T MATTER
Customised plans, no matter how small your business is.
NO NASTY SURPRISES
PLAN TO PROTECT
Our ongoing support will ensure you don't have any nasty surprises down the road.
CLEAN DATA
CLEAN PLAN
The accuracy of your plan administration is critical, we'll keep your plan clean and efficient.
WHY 9INE2WO IS BETTER
Intellectually driven planning backed by decades of experience.
CUSTOMIZABLE
Every plan is different.
FUTURE FOCUSED
We’ve got tomorrow in mind.
RELIABLE
We’ll never let you down.