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A retirement plan is critical for the future of both your business and its employees. A variety of business retirement plans are available for all types of businesses.

  • Defined Benefit
  • Defined Contribution
  • Traditional 401K
  • Profit Sharing Plan
  • Safe Harbor 401K
  • Executive Benefit Plans
  • SEP IRA                
  • 403B            
  • Simple 401K    

With such a wide range of options, finding the right retirement plan can be confusing. When selecting a plan for your business, consider:

  • Tax benefits for the business
  • Administration expenses
  • Level of difficulty in implementation
  • Reporting requirements
  • Benefits for employees
  • Type of contributions (e.g., employer-funded, employee salary deferral, etc.)
  • Which employees are to be benefited (all employees, key/select, older, etc.)

Based on company and employee needs, we can match your business with an appropriate retirement plan. We will partner with you and your professional tax and legal advisors to help you understand the advantages and disadvantages of each plan.

We will evaluate:

  • Plans that meet your organization’s needs
  • Plan administrators to handle the day-to-day record keeping and administration for the plan
  • Investment structures that can offer your participants a variety of investment alternatives

We can couple any group retirement services with employee benefit trust services or employee education services upon request.