These qualified plans allow tax-advantaged contributions for participants.  Sheeter Consulting partners with Boreman~Cook Financial Services to create custom plans that fit each client’s specific needs. Custom plan design allows our clients to maximize the benefits of qualified plans. We offer bundled or turn key plans, which provide comprehensive document creation, 5500 Filings, and multiple fund family investment options.  We can also create unbundled plans that offer client directed portfolio platforms with an open architecture of investment options. 

Sheeter Consulting partners with Boreman-Cook Financial Services to offer these group benefit plans.  We offer these products through several carriers including:  AIG, Blue Cross, GE, Principal, Standard, United HealthCare, and Unum.