Retirement plan guidance for businesses

As business leaders and professionals ourselves, we understand the many factors to consider when developing and managing a retirement plan. Our team offers insight and expertise that has been cultivated over time and allows us to offer proactive and strategic support to fiduciaries and comprehensive education to plan participants. That includes helping you carefully choose and monitor investments as well as vendors, and helping you remain compliant with any legislative changes.

Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our team offers the attention and resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options. We understand how important it is to maximize plan benefits while staying tax efficient, and we help you utilize strategies designed to ensure your plan serves both your needs as an institution, as well as those of your constituents.

Your responsibilities are substantial, and – without additional support – your duties as a plan sponsor can easily absorb precious time. We aim to serve as a seamless extension of your office, providing the support necessary to allow your leaders to focus on growing and advancing your business. Through every phase, we work closely with you to ensure your retirement plan remains aligned with your preferences as an institution, always propelling you toward your corporate mission.

We have expertise helping establish and helping oversee a variety of qualified retirement plans and nonqualified deferred compensation plans, including:

  • 401(k) plans
  • 401(k) profit sharing plans
  • Simplified employee pensions (SEPs)
  • Safe-harbor 401(k) plans
  • Owner only/one-person 401(k) plans
  • Profit sharing plans
  • Age-weighted/comparability profit sharing plans
  • Defined benefit pensions
  • Third-party administration (TPA) partnership

“Tailored financial service means taking the time to understand what your wealth means to you.”
Paul & Nadine