For business owners, we offer employer-sponsored plan management and consulting services. We work with Defined Benefit Plans, Cash Balance Plans, and 401(k) Safe Harbor Plans. Whether you need help establishing your employer-sponsored plan or managing a plan you’ve already implemented, we’re here to help.
Offering an attractive retirement plan is a great way to retain the star employees you’ve spent time cultivating, but managing sponsored retirement plans can be a headache. Not only do you want to implement a plan that is in the best interest of your employees, but you want to make sure the plan is cost-effective and compliant. Even though the management of a sponsored plan is likely outside your realm of expertise, you are responsible for ensuring that your plan is compliant with IRS guidelines. And with so many options to choose from, ensuring compliance is no easy task.
We take this headache off your plate so that you can spend time running your business and developing your employees’ potential. We’ll make sure that the plan you offer is beneficial to your employees, but practical for your business. We will also review your plan annually to make sure it’s fulfilling its terms and in accordance with the law. You don’t need to be an expert in everything, just in the products or services you’re offering. Let us be the experts you need to help manage and implement your sponsored retirement plan.