Making the complex simple
Is a 401(k) the right retirement plan for your business?
Trying to set up a retirement plan for your business can be daunting. But it is important to have an incentive plan for employee retention and take advantage of tax benefits. We can structure the right plan for you at a suprisingly low cost. Let us lift that burden and simplify the process for you so you can focus on running your business.
If you already have a retirement plan for your business, and would like to work with a company who offers more employee education and customer service at potentially a lower cost; let us review your existing retirement plan and see what we can do for you!
We follow a fiduciary standard for our retirement plans. We choose investment options that are in our clients' best interest. Transparent fee structures of the plan give you an honest and straight forward cost.
There is no such thing as one size fits all when it comes to corporate retirement plans. Whether your business is large or small, we can tailor a benefit plan that fits the unique objectives of your company and your employees.
Employee retention is essential to the long term success of a company. Having a corporate retirement plan is a way to attract and retain good employees. We are fully involved in educating employees about their plan, how to sign up for the plan, and we help them take advantage of investing in their future. It is proven that employees who don't have to worry about finances, lead happier and healthier lives and are more productive employees.