As business leaders and professionals ourselves, we understand the many factors to consider when developing and managing a retirement plan. Having partnered with institutions of varying sizes and industries, our team offers insight and expertise that has been cultivated over time and allows us to offer proactive and strategic support to fiduciaries and comprehensive education to plan participants. That includes helping you carefully choose and monitor investments as well as vendors, and remaining compliant with any legislative changes.
Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our team offers the attention and resources to help guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options. We understand how important it is to maximize plan benefits while staying tax efficient, and we help you utilize strategies designed to ensure your plan serves both your needs as an institution, as well as those of your constituents.
Specialized services include:
- 401(k) plans
- 401(k) profit sharing plans
- Simplified employee pensions (SEPs)
- SIMPLE IRAs
- Safe-harbor 401(k) plans
- Owner only/one-person 401(k) plans
- Profit sharing plans
- Age-weighted/comparability profit sharing plans
- Defined benefit pensions
- Third-party administration (TPA) partnership
We have expertise helping businesses establish and oversee a variety of qualified retirement plans and nonqualified deferred compensation plans.
