Structuring the Retirement Plan
Tailor your business retirement plan to align employee needs with employer goals. We help structure plans that attract talent, increase productivity, provide tax benefits, and remain compliant with regulations.
Structuring the Retirement Plan
Unlock the potential of your business with a tailored retirement plan.
We’ll work with you to create a comprehensive approach to effectively structure your plan.
Assess Business Goals and Workforce Demographics
- Identify your Objectives:
- Attracting and retaining talent
- Increase employee productivity
- Provide business tax benefits
- Participant demographics
- Financial profile of employees
- Evaluate Options
- Defined Contribution
- 401(k) and P/S Plan, ESOP, SIMPLE IRA, etc.
- Defined Benefit
- Pension Plans
- Defined Contribution
- Professional guidance and advice for your plan
- Navigate regulatory requirements
- Determine auto enrollment levels
- Establish employer match structure
- Evaluate vesting schedule
- Investment committee framework
- Guidelines for selecting and reviewing
- Coordinate plan implementation
- Employee education workshops
- Annual plan notices
- Plan operations and documentation
- Annual committee meetings
Our Advantage
Tell us your financial aspirations, and we’ll handle the rest
Our team actively manages your portfolio using tailored strategies that maximize returns and minimize risk — providing you with reports and insights every step of the way.