Corporate Retirement and Benefits Plans
We’ll Help You Choose the best Plan for Your company
Is Your Corporate Retirement Plan Keeping You Up At Night?
Do you worry about:
- Choosing the right plan?
- Providing competitive benefits?
- Setting the ideal policy?
- Managing the rollout?
- Educating employees?
- Maintaining fiduciary relationships?
No Matter Your Needs, We’re Here to Serve
Every company has its own unique challenges. Ownership structure, team size, company or owner objectives, and other characteristics may lend themselves to choosing one retirement plan structure over another.
Do you worry about any of the following subjects?
What are the advantages/disadvantages of a Simple IRA, a SEP IRA vs. a Traditional 401k? What about a 403 (b) for nonprofits?
How do we select and set up the ideal company match program?
What are the key differences between various recordkeeping options?
Are we responsible when it comes to investments and ensuring goals are met?
Can we (and should we) offer a Roth (tax-free) option? what profit sharing?
How much will it cost the company to offer a plan?