Whether you're running a small business with just a handful of staff, or you're responsible for hundreds (or even thousands) of employees, retirement plans are an important benefit. Not only do they attract and retain quality employees, they also offer both you and them some very attractive tax advantages.
Now, depending on the size and scale of your operation, you may want to offer a variety of different ways to save for the future. The most popular is the 401(k) plan, with an employer-matched contribution of your choosing. Then there are a number of IRAs to consider, including Roth and Traditional, and there's even the Simplified Employee Pension (SEP). Which is right for you? We're happy to crunch the numbers for you. Get in touch today and see how offering retirement plan services to your employees is a win-win scenario.
Get the advice you need on employer-sponsored plans, included eligibility and vesting schedule.
Need a vendor for office supplies, maintenance, or third-party administration? We've got connections.
Work with us to create a powerful investment lineup you can be confident in.
Learn more about protecting your businesses and employees from a breach in fiduciary duties.
We offer customized support and training to keep your employees up to speed.
Staying in compliance is crucial. Let us help you navigate the process.
There's always risk in investments. But there are ways to minimize your exposure.
Is your organization fulfilling its financial responsibilities appropriately? We provide the oversight.
It’s easy, although deciding on all the different plan features can be overwhelming. Give us a call and we’ll be happy to discuss the best retirement plan for you and your employees.
It depends on the recordkeeper, whether you want the service bundled, and the number of participants that could be in the plan. Because we’re an independent investment advisor, we’re able to evaluate each recordkeeper and select the one that best fits you and your business.
The earlier the better, but it’s never too late to start saving. Just give us a call to discuss making plans for your retirement.
Ideally, as much as you can afford. Determine your monthly living costs and allocate any disposable income into your 401k and/or savings. If you’re not sure how much you can afford to save, we’re more than happy to help you. Give us a call and we’ll guide you.