Employee Retirement Plans

A Retirement Plan Can Benefit Your Employees and Your Business

We serve as Plan Fiduciary Investment Advisors and can help you find a competitive option for your Employer Sponsored Retirement Plan. We go through an extensive discovery process to help identify the best plan design and plan vendors to suit each client. We also help benchmark all of our client’s plans to assure that you are adhering to the fiduciary standard and rest assured that your plan is competitive.

A quality retirement plan can:

  • Help attract and retain valuable employees
  • Reduce your company's tax burden
  • Allow you to help reward top talent

Services We Offer:

  • Plan Design Recommendations
  • Periodic Provider Search and Comparison
    • Cost
    • Investment Options
    • Service
    • Employee Communications
    • Oversee Plan Implementation or Transition
  • Provide Ongoing Consulting on Plan Investment Options
  • Provide Ongoing Service to Plan Administrator
  • Annual Plan Review
    • Investment Analysis
    • Plan Document Provisions
    • Fiduciary Liability
    • Employee/Employer Contributions
    • Fund Allocation
    • Employee Education
  • Provide Individual Investment and Asset Allocation Advice for Participants
    • Registered Representatives
  • Other Plan Design Alternatives
    • Examples: Defined Benefit, Age-Weighted, New Comparability, Safe-Harbor, Non-Qualified 457

​Let's Get Started​ 

Provide for Your Employees

As a business owner, you take care of your employees through salary, medical care options and paid vacation time. So, why not offer a retirement plan that will help them now and in their retirement years?

You also may find that a retirement plan is an excellent tool for attracting and keeping valuable employees, as well as helping them attain a more financially sound future.

Reduce your Tax Bill

Establishing an employee retirement plan may offer tax benefits because:

  • Employer contributions to retirement plans (and often plan expenses) are generally tax-deductible.
  • Your business may be eligible for a tax credit for establishing a qualified retirement plan.

We can help you set up a wide array of savings plans such as:

  • 401k
  • 403(b)
  • Traditional IRA
  • Roth IRA
  • Rollover IRA
  • Sep IRA