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Employer-Sponsored Retirement Plans

Client Centered

Employer-sponsored retirement plans are an important tool for attracting and retaining quality employees. With so many options available, it can be hard for an employer to know which plan is right for their company. We are experienced at helping businesses of all sizes and will work closely with you to uncover your unique needs. Then, we will work hard to custom tailor a plan that meets all your goals.

Once your plan is in place, we will continue to work with you to assess and evaluate your progress toward your goals.

Some of the plans we offer include:

  • Payroll deduct IRA
  • Simple IRA
  • SEP IRA
  • Solo K
  • 401(k)
  • Hybrid 401(k) (safe harbor; New comp.; cash balance, etc.)
  • Multiple-Employer Plans and Pooled Employer Plans

Plan Analysis

If you currently offer an Employer-Sponsored Retirement Plan, we offer a free analysis of your current employee benefits plan and provide you with objective feedback. If areas need improvement, we will recommend a course of corrective action.