AQ Group Solutions, enables employers of all sizes to design tax-advantaged group retirement savings programs for valued employees.

AQ will help you design a group retirement program specific to your company’s needs. Many firms use these proven customized solutions to retain and attract high quality individuals to help their own businesses grow and prosper.

Our knowledge, experienced professionals help employers comply with the new Capital Accumulation Program (CAP) guidelines by employing an education strategy that ensures all fiduciary responsibilities are met, monitored, recorded and reported back to the Plan Sponsor annually. In addition, our Investment Coach Program ensures all plan members receive individual consultation by a licensed professional, bringing them a complete and thorough understanding and appreciation of their plan.

AQ has teamed with Assante Capital Management to help monitor and manage all pension products for our clients. The team at Assante brings with them over 100 years of experience in the financial and investment industry.

Whatever your goal, AQ Group Solutions has the ability to help you determine what type of strategy best suits your organization’s needs.

Pension Strategies

• Deferred Profit Sharing Plans
• Defined Contribution Plans
• Defined Benefit Plans
• Individual Pension Plans (IPP)
• Retirement Compensation Arrangements (RCA)
• Employee Profit Sharing Plans (EPSP)