We specialize in implementing customized retirement plans for small businesses with a team of high quality partners to customize and optimize your plan in terms of plan design, fiduciary liability, investment quality, cost, and service.
We offer a complementary plan benchmarking service to help fulfill your ERISA obligations and to show you clearly and concisely how we may improve upon your current plan. Can you answer the following questions affirmatively?
- Are my plan costs competitive?
- Is my plan designed to maximize benefits for myself and my key employees?
- Does my plan have good investment options and a process to maintain that quality?
- Do we get great service?
- Are my fiduciary liabilities being minimized?
We have taken a bottom’s up approach to redefine the standards for retirement plans in the small business market.
Give us a call to discuss how we may be able to deliver a remarkably better retirement plan experience for you and your business!
Potential Solutions may include:
Defined Contribution Plans
- Profit Sharing (multiple options)
- SIMPLE IRA
- SEP IRA
- Money Purchase
- Cash Balance