Corporate Retirement Planning

Process over
product.

Tomorrow always comes—for business owners and employees alike. Though we work with employers to provide the usual menu of corporate retirement planning programs, such as…

  • Traditional 401(k) and profit-sharing plans
  • Safe Harbor Plans
  • SEP and SIMPLE Plans
  • Non-Profit, Hospital and School System Plans – 403(b) plans
  • Municipalities – Deferred Compensation 457 plans
  • 401(a) Defined Contribution Plans for Municipalities
  • Defined Benefit Pension Plan asset management

…the most important element we bring is plan design.

We will work closely with both you and your team to make certain that the retirement planning programs you offer to employees suit both their needs and your macro plan. We welcome the opportunity to:

  • Update your plan document to reflect recent law changes
  • Discuss the advantages of “Open-Architecture” investment choices
  • Help implement an investment committee made up of key employees
  • Create an investment policy statement
  • Educate employees on choice between Roth 401(k) and Traditional 401(k)
  • Provide Retirement Plan cost analysis, evaluating fees for both employees and employer
  • Offer alternative deferral choices for highly compensated employees
  • Reduce testing and administration costs by changing plan design (safe harbor plan)
  • Offer Solutions to Bundled vs. Unbundled Administration
  • Provide educational workshops for employees to assist with investment selection