401(K) Compliance for Businesses
As a fiduciary for your company, you are liable for maintaining compliance under ERISA. As independent, fiduciary advocates, we are involved in the intricate details of overseeing, supporting and improving retirement plans. As your business evolves, so should your plan. Our advisers help you maintain compliance in a constantly changing legal environment. Ask us about 457 and 403(b) plans!
Executive Planning
Attracting top talent helps you stay ahead of the competition. Retaining that talent helps maintain your company's long-term growth and stability. From key man insurance, to buy-sell agreements and disability funding, we will work hard to ensure your business is always protected and in the best position to succeed.
Cash Balance
Cash balance plans are increasingly popular among business owners who want to accumulate a lot of retirement savings in a short period of time. Combining cash balance and 401(K) plans allows maximum contribution flexibility, also referred to as "super-sizing" a 401(K) plan. Most importantly, the money invested is protected from creditors.
Pension Plans
An Individual Pension Plan (IPP) serves as a retirement savings vehicle for employees or business owners who are at least 40 years old. If you are looking for additional retirement income, our financial advisers can tailor a solution that makes the most sense for your budget and your future.
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