How To Set Up A Qualified Retirement Plan? 
First determine your retirement plan should be qualified or non-qualified . Are you a business owner or an individual ? Are you or your business in a high tax bracket ? How long do you think youll contribute to the plan and what amounts will you contribute ? Then you need to establish a personal financial profile that includes risk assessment , financial goals and a life expectancy report . After you have completed this list , you can determine which qualified plan to use . 