Perigon offers investment management and fiduciary advice for the following:

Defined Benefit Plans

Defined Contribution Plans

• Money Purchase Pension (MPP)
• Profit Sharing
• 401(k)
• KEOGH (HR-10)

Taft-Hartley Plans

Individual Retirement Accounts

• Traditional IRA
• Roth IRA
• SEP (Simplified Employee Pension) IRA

Perigon can customize an investment plan and act as a "fiduciary adviser" to plan sponsors thereby enabling qualification for liability exemptions under 404(c) and PTE (prohibited transaction exemption) as defined under the Pension Protection Act of 2006 and ERISA.