Broker Check

Retirement Plans

Help Employees Help Themselves (And Yourself)

Successful retirement plans are not "one size fits all". The demographics of your company largely affects what plan is the right fit. Designing the right plan for your company involves some personal touch.

We aim to select a cost-effective plan simple enough to drive employee engagement, encourage high employee participation, and maximize tax deductions all while remaining compliant with the stringent guidelines put in place by ERISA (Employee Retirement Income Security Act) and the Department of Labor.

As fiduciaries, we don't stop there. We work with all your employees hands on with enrollment, investment education and investment selection.

Not only does a proper retirement plan motivate your existing employees, but it also is a way to attract and keep your top talent by implementing various custom strategies.

Our plan features include:

  • Maximizing owner deferrals
  • Target date funds
  • Loan provisions
  • Thousands of investment options
  • Automatic enrollment upon eligibility
  • Employer matching contributions
  • Profit sharing
  • Safe harbor provisions
  • Vesting schedules

Types of retirement plans we implement include defined contribution, defined benefit, and non-qualified plans:

  • 401(k)
  • 403(b)
  • SEP IRA (simplified employee pension)
  • Profit sharing plans
  • Target benefit pension plan
  • Money-purchase pension plan
  • Cash balance pension plan

Do you know what plan is best suited for your company?