Secure Their Future, Strengthen Yours
Retirement plans are an investment in both your employees and your firm. The right plan can solidify loyalty, bolster your firm’s longevity, and unlock sizable tax benefits.
What Are Retirement Plan Services?
Retirement Plan Services are designed to help businesses provide their employees with structured, reliable retirement savings options — while also allowing business owners to maximize tax advantages and secure their own financial future.
Whether you’re a small business owner or a professional service firm, we’ll guide you through every step of offering retirement plans, from plan design to investment selection and ongoing management.
The Benefits of Retirement Plan Services
- Attract & Retain Talent
- Support Employee Well-Being
- Ease Administrative Burdens
- Gain Tax Advantages
Retirement Plan Services: A Complete Package
We provide a complete package of investment advice and consulting services.
Plan Design
Business owners can have drastically different goals for their retirement plans. A properly designed plan can help reduce contribution expenses, increase participant engagement, and minimize administration. We can help you make the right choices.
Investment Fiduciary
Whether you want to partially or fully delegate decisions involving the investment menu, we can help. As a 3(21) or 3(38) fiduciary, we take on the responsibility of selecting, monitoring, and adjusting your plan’s investments.
Administrative Support
Managing a retirement plan can be taxing. We’ll partner with your administrator, recordkeeper, HR department, payroll, and any other decision makers to assist with the compliance requirements of your plan.
Employee Education
Establishing a plan is the first step. Educating your employees is the second. We’ll provide your employees with the resources they need to feel confident in their financial decisions.
Vendor Selection
The right vendors can make or break a retirement plan. We’ll help you select top-tier third-party administrators, recordkeepers, and payroll providers to ensure your plan runs smoothly, with minimal effort from your team.
Cash Balance Plans
Cash balance plans offer substantially higher contribution limits compared to a 401(k) and can be a great tool to help business owners save for retirement. We can help you evaluate this popular option.
Cost Benchmarking
Determining the true cost of your plan can be more difficult than you think. We’ll benchmark your plan’s costs and outline the optimal mix of providers.
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