Helping businesses with their COMPANY RETIREMENT PLANS

A well-designed company retirement plan is an ideal way for businesses to attract and retain quality employees, as well as help owners plan and save for their own futures. We can help you establish, manage and run the plan best suited for you and your company. The wide range of plans we offer includes:

  • 401(k) plans
  • 401(k) profit sharing plans
  • Safe-harbor 401(k) plans
  • Owner only/one-person 401(k) plans
  • Simplified employee pensions (SEPs)
  • SIMPLE (Savings Incentive Match Plan for Employees) IRAs
  • Age-weighted/comparability profit sharing plans
  • Deferred compensation plans
  • Defined benefit pensions
  • Third-party administration (TPA) partnerships
A client scenario // An entrepreneur

The budget-conscious entrepreneur of a startup firm wants to know what it would cost to set aside money for her own retirement, while providing a long-term benefit to her current employees and having an incentive for future employees.

What we would do:

We would work together to identify administrators for company retirement plans that provide the best options from a cost and vesting schedule standpoint, so she could understood what it would cost her long term and how it would impact her during the early growth years of her company.

This investment profile is hypothetical and not indicative of any specific situations or clients. It is presented only as an example and not intended as investment advice. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.