Retirement and 401(k) plans for business owners

In today's competitive environment, attracting and keeping skilled and satisfied employees is critical to business success. To this end, one important tool is a company retirement plan, such as a 401(k) plan.

Having the right plan – with the right structure, the right benefits, and the right advisor for your unique situation and your employees – is most critical to the participation in and the expected return from your plan.


  • Who is this plan designed to benefit? The owner? The employees? Or both?
  • How many dollars are we as a business willing to invest into our employees through such a plan?
  • Will our employees be able and willing to take advantage of such a plan through salary deferral?

We offer a complimentary review to show how you can potentially increase the value and efficiency of your employee retirement plan. Our years of experience and creative thinking in providing customized retirement plans may make us the ideal partner for you, your business and your employees.