Professionals & Practices

You’ve Built a Successful Career and Professional Practice. We Can Help You Build a Comfortable Retirement

Defined benefit retirement plans are especially well suited to professional practices comprised of a few highly compensated partners. Offering the highest maximum contribution levels permitted by the IRS, these plans hold the potential for significant retirement income in the future and substantial tax reductions today.

Talk with us about retirement plan rollover options. »

We also offer:

  • 401(k) plans
  • 403(b) plans
  • SEP and Simple IRAs

Plus, ESAM offers you these advantages:

  • A full-service retirement and financial advisory resource for you and your practice
  • The potential for significant savings compared to your current plan
  • An unbiased and independent advocate for your best interests; no proprietary products to sell
  • Exceptional client service and a high level of experience for all plan participants—partners and employees
  • A variety of diversified investment options, ranging from major multi-national firms to specialty investment boutiques
  • Independent analysis of your plan and performance by a Qualified Plan Due Diligence Firm
  • State of the art systems to support efficient, timely and accurate processing of client account information and inquiries.

ESAM helps you select the retirement plan team that’s best for your practice.