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Employer Sponsored Plans

Appomattox Wealth Management can assist businesses with a wide array of Qualified Employer Sponsored Plans. Implementing these plans usually provides a tax benefit to the employer and is a good method of retaining valuable employees. While Non-Qualified Employer Sponsored Plans are funded by the employer and may offer more flexibility, they do not meet ERISA guidelines and do not qualify for the same tax benefits as qualified plans. Below is a list of employer sponsored plans available through Appomattox.

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Defined Benefit Plans

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Defined Contribution Plans

  • Pensions
  • Annuities
  • Defined Contribution Plans
  • Profit Sharing
  • Stock Bonus Plans
  • Money Purchase Pension Plans
  • Combination Plans
  • Thrift or Savings Plans
  • Employee Stock Ownership Plan (ESOP)
  • 401(k)
  • 403(b)
  • SIMPLE
  • SEP
  • Target Benefit Plans
  • Cash Balance Plans
  • Non-Qualified Retirement Plans

    • 457 Plans

    Contact Information

    Petersburg Office

    (804) 862-1585
    (800) 222-1691 (Toll-Free)

    Dinwiddie Office

    (804) 469-7812

    Chester Office

    (804) 748-8144

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