Questions to consider:

• Are your plan’s investments aligned with your objectives?
• Have you done a vendor analysis recently?
• Are you upholding your fiduciary duties?

Count on us for answers.

A well-constructed corporate 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 that is right for you and your company. We’ll also help you understand and address your fiduciary responsibilities as a plan sponsor, and help educate your plan participants about the benefits and procedures. We are familiar with a wide range of qualified retirement plans and nonqualified deferred compensation plans:

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