Business Retirement Plans

Your company retirement plan is one of the most valuable benefits you offer. As a business owner, you often have the largest balance in the plan—making it especially important to confirm your plan’s investments, fees, and service model are aligned with your goals.

That’s where we can help. We provide a complimentary, comprehensive review of your retirement plan designed to highlight opportunities for cost savings, improved efficiency, and enhanced fiduciary oversight.

Why Business Owners Choose Us:

• Transparent, Fee-Only Structure
   - No commissions, no hidden costs—our fees are fully disclosed and easy to understand.
• Cost Control & Flexibility
   - Record keeping and admin fees can be paid directly from your business account, not plan assets—keeping more money working for retirement.
• Stable Administrative Fees
   - Record keeping fees can be based on headcount, not plan assets, so as your plan balances grow, your fees do not.
• Fiduciary Partnership
   - We serve as a fiduciary alongside you, helping ensure your plan is always managed in the best interests of participants.
• Participation rates above 90%
   - We proactively educate and communicate with participants - whether you have 4 employees or 400.
• Smarter plan design
   - We explore options beyond traditional 401(k)s to help owners contribute more and meaningfully reduce taxes.
• Thoughtful investment options
   - We carefully select investments based on merit: not pay-to-play arrangements.
• Active relationships
   - We build strong, ongoing relationships with clients and are always a phone call away.

Our plans include:

• A wide selection of investment managers and fund families to help diversify your plan
• Access to both traditional and alternative investments for even broader diversification
  
• Modern recordkeeping software for both you and your employees
  
• Dedicated client service: investment education and communication