Broker Check

Is your retirement plan giving you what you need?

November 16, 2020
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Offering an employer-sponsored retirement plan can be a key piece of a business growth and employee-retention strategy. But setting up and managing that plan requires knowledge of federal rules and regulations, as well as an understanding of the plan structure. It isn’t expected of you to know everything about retirement plans – that’s why we are here.  So here’s what you can expect from us to support you and your business as it relates to your plan:

  • Employee Financial Education and Support: We’ll provide time, tools and resources designed to ensure you and your employees are getting the most out of your retirement savings plan. You and your employees are always free to contact us for help.
  • Periodic Reviews. To ensure we’re following retirement plan rules, we’ll evaluate the plan on a regular basis. We’ll review for benefit to ownership, benefit to employees, fiduciary responsibility, and federal regulations.
  • Additional Solutions. We’ll also determine if it would make sense to add other employee benefits and retirement structures, like defined benefit plans, deferred compensation plans, employee stock ownership plans, life insurance, etc., to help you offer attractive benefits and strengthen employee loyalty.
  • Outside Referrals as Needed. We maintain active relationships within a network of CPAs, tax attorneys and other trusted financial professionals to help you and your employees address any broader needs.