Retirement Plans for Businesses

For new plans, we can help create and maintain a high-quality retirement plan for your business, that is specifically tailored to your needs and funding goals. We will:

  • help design a 401(k) or other retirement plan that fits your specific needs
  • obtain and evaluate the costs and benefits of multiple vendors that may best fit your situation
  • work with you to get your plan set up, including investment selection to meet your long-term goals
  • conduct initial employee enrollment meeting and ongoing employee educational meetings
  • provide ongoing support to your employees for questions and concerns throughout the year via meetings, phone or email
  • assist you with the legal responsibilities of your retirement plan, including annual reviews and ongoing investment monitoring

For existing plans, we can take over the servicing of your plan to improve overall plan quality and employee participation. We will:

  • review your current plan for improvement opportunities based on your specific needs and funding goals
  • benchmark your plan against multiple vendors for pricing and benefit comparison
  • review your investment lineup for quality and appropriateness
  • conduct ongoing employee educational meetings
  • provide ongoing support to your employees for questions and concerns throughout the year via meetings, phone or email
  • assist you with the legal responsibilities of your retirement plan, including annual reviews and ongoing investment monitoring

Get a second opinion about your business 401(k) or retirement plan.

Our second opinion service is more than just a discussion about money and financial strategies. It's also an opportunity to see if we might be a better fit for your needs, and to see if we can truly add value to your life.

Schedule a meeting with us for a second opinion and here's what you'll get:

  • We'll spend most of the meeting discussing your needs and listening to your answers.
  • We'll talk about your current investment strategy and make notes for our follow-up conversation.
  • We'll answer all your questions regarding our fees and the services we provide.

Although we may discuss ideas during the meeting, we want to spend most of the time listening to your goals and concerns.

After the meeting we'll put together some information and ideas for strategies that best fit what you've told us about your goals. Then we'll schedule a follow-up conversation in which we'll present our opinion about your current plan.

There's no obligation for our second opinion service and any information we provide during your meeting and afterwards is yours to keep.

Let us know how we can help.