Company Profile

E.I.P., Inc. began with the mission that still guides the company today: to combine unequaled expertise with personal attention. In pursuit of that mission, our emphasis on customer satisfaction has earned us long-standing relationships with many of our clients.

Your Plan is the Focus of Our Attention

From E.I.P., Inc.’s inception, qualified plans have been our focus. For us, retirement plans are not a sideline or a separate department with an off-the-shelf, cookie cutter document. Instead, E.I.P., Inc. offers a total dedication to qualified plans for businesses. Our staff of professional consultants and administrators invests the time to know and understand your company now and as it grows, assuring that your plan is always the most appropriate solution to meet your specific objectives. In addition we are tenacious about checking every detail, tracking every legislative change and keeping you informed of new opportunities.

Our Staff

We serve our clients with an experienced team of professional administrators, many of whom have achieved national recognition for outstanding service in our industry.

How We Design Your Plan

After discussing your objectives, we determine the appropriate type of plan for your company, we draft the documents, prepare the adoption agreement and trust forms, and obtain IRS approval. (All subject to approval by your legal advisor.)

We design new plans ("start ups") or redesign and transfer existing plans ("takeovers").

How We Administer Your Plan

Once the plan has been adopted, we perform all of the ongoing administrative services, the we add, delete, or modify provisions as objectives or demographics change.

In short, we provide the complete package of administrative services, including amendments, operational compliance, and preparation of all required government reports.

Investment Options

All of our plans permit a wide variety of investment options.