We work with business owners and employees to ensure the company has an efficient 401(k) plan that is fully utilized and understood throughout the organization.

For established plans:

A complimentary 401(k) audit will show how your current costs and participation compare to industry averages for companies with similar size.  We’ll also make sure the plan is structured to meet the needs of the owners as well as the broader employee base.

Contact us for a complimentary 401k Audit

Interested in setting up a 401(k) plan?

401(k) plans can seem complicated and intricate to implement. A 401(k) advisor can help alleviate that stress and confusion while setting up this investment tool for you and your company. By educating you on the best options we will ensure a 401(k) plan is right for you and find the best partners to create a long-lasting benefit.

A few of the many advantages to setting up a 401(k) plan:

• 401(k) plans offer a robust employee benefit that improves retention
• Accelerated retirement savings may be available to business owners
• Contributions (matching or non-discretionary) to the 401(k) made by the business are tax-deductible.

What a 401(k) advisor can do for you:

• Ensure a plan is designed to meet the needs of both the owner and employees
• Walk you through the rules and regulations that are continuously changing
• Connect the optimal recordkeepers and administrators to execute fiduciary responsibilities
• Work with business owners to ensure the benefits of business ownership are utilized
• Maintain the plan through various employee engagement strategies

For further details and a breakdown of how to establish and participate in 401(k) plans, review this link from the IRS.

Getting started…

Whether you have a 401(k) plan in place or are looking to get one started, reach out for more information. We are ready to work with you as an advisor to find the solution that is best for your company.