Employer Retirement Planning
Establishing a retirement plan is a tool to attract and retain quality employees, create positive employee relations, and may provide tax advantages. Eligible contributions are deductible expenses to your business, and contributions may grow tax-deferred until withdrawn. Our retirement planning service creates plans that maximize benefits to both you and your employees. When picking retirement solutions for employees, our expertise guides you in designing a plan, finding the right vendor, and delivering employees education about the plan. The hallmark of our work is strong knowledge and implementation of a fiduciary due diligence process, personal service, enhanced education for employees, and solid investment management.
We support you in the coordination and management of these primary elements of retirement planning:
- Selection of investment platform and quarterly monitoring
- Administrative collaboration to benchmark plan fees, services and features
- Tailored investment education for your organization and employee demographic