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Group Retirement & Employer-Sponsored Plans

Group Retirement & Employer-Sponsored Plans

 Whether a steward to only yourself or you are responsible for serving as a fiduciary to many, we’ve got you covered. Some of the most tax advantageous options efficiently plan and also protect come in the form of of employer sponsored plans. We help business owners and their businesses identify areas of opportunity, design and implement solutions to capitalize on those areas and then monitor. Our process focuses on compliance, administration, and education of the planning needed to meet the needs of our clients

Retirement Plans

Group sponsored retirement plans have the potential to provide great benefit to you and your employees but can also open the door for unwanted liability. The Employee Benefits Security Administration stresses to hiring a prudent fiduciary. We are your team! Not only are we fiduciaries in all aspects of our planning, we have a prudent team of experts who subscribe to best practice and case precedence to help design, implement, administer and monitor company sponsored retirement plans for you and your business. We specialize in providing education to plan sponsors to create the most efficient plans possible and ensure your participants are utilizing the plan according to your objectives.
Plans:

  • Financial Wellness
  • SEP IRA
  • 401(k)/Profit Share
  • 403b/457b
  • Money Purchase
  • Cash Balance
  • Defined Benefit
  • Fully Insured
  • Executive Bonus
  • Deferred Comp

Services:

  • Plan Sponsor Education and ERISA Compliance
  • Plan Design
  • Plan Benchmarking and Service Provider Oversight
  • 3(21)/3(38) Investment Management
  • Participant Education

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