Qualified Plans

Corporate retirement plans have become very complex decisions for business owners, but they are often critical to retaining key employees and hiring qualified people. With over 25 years of experience in qualified plans, FMP will guide employers through the process of implementing and monitoring retirement plans.

Given each employer’s unique situation, FMP recommends the appropriate type of retirement plan: 401(k), profit sharing, SIMPLE IRAs, SEP-IRAs, and Defined Benefit plans.

Once the plan has been chosen, FMP assists clients in preparing plan documents, initiating plan administration, informing plan participants, and purchasing investment vehicles for funding.

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Interested in learning more?

Reach out to FMP Wealth Advisers and learn how we can tailor our services to meet your specific wealth management needs.
Corporate Headquarters
6034 West Courtyard Drive
Suite 380
Austin, TX 78730
5825 Phelan Boulevard
Suite 105
Beaumont, TX 77706
4841 Ihles Road
Lake Charles, LA 70605