Business Retirement Plans

Business Retirement Plans Advisory Services for 401(k), Profit Sharing, SEP IRA, Self Employed 401(k), Defined Benefit Pension and other qualified plans. Business Owners: How good is your retirement plan? How much are administrative costs? How much are employees paying in fees? Does anyone help employees with investment choices? How is your custodian being paid and do they receive incentives for picking certain funds? Existing Plan: Analyze fee structure of current plan Compare fund performance to benchmarks Evaluate quality of investment options What are you paying and what are you getting? New Plan and Services: Explore employer objectives for plan Evaluate custodial and administrative choices Design investment options Assist with enrollment forms Consider auto enrollment and default investing Conduct annual "enrollment days" Provide employee education & ongoing consulting Reduce overall costs Benefits An employer-sponsored retirement plan increases employee morale and loyalty. It can provide both you and your employees with a solid financial future during retirement.