Retirement Plan Services
Let us help you offer the financial security of retirement plans to your employees
Whether you're running a small business with just a handful of staff, or you're responsible for hundreds (or even thousands) of employees, retirement plans are an important benefit. Not only do they attract and retain quality employees, they also offer both you and them some very attractive tax advantages.
Now, depending on the size and scale of your operation, you may want to offer a variety of different ways to save for the future. The most popular is the 401(k) plan, with an employer-matched contribution of your choosing. Then there are a number of IRAs to consider, including Roth and Traditional, and there's even the Simplified Employee Pension (SEP). Which is right for you? We're happy to crunch the numbers for you. Get in touch today and see how offering retirement plan services to your employees is a win-win scenario.
What we do under retirement plan services
Plan Design
Get the advice you need on employer-sponsored plans, included eligibility and vesting schedule.
Vender Search Assistance
Need a vendor for office supplies, maintenance, or third-party administration? We've got connections.
Investment Lineup Review and Monitoring
Work with us to create a powerful investment lineup you can be confident in.
Fiduciary Liability Advice
Learn more about protecting your businesses and employees from a breach in fiduciary duties.
Participant Support and Education
We offer customized support and training to keep your employees up to speed.
Compliance and Audit Support
Staying in compliance is crucial. Let us help you navigate the process.
Risk Mitigation
There's always risk in investments. But there are ways to minimize your exposure.
Investment Committee Oversight
Is your organization fulfilling its financial responsibilities appropriately? We provide the oversight.