24 Fowler Road
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here’s the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an experienced professional to help you navigate plan regulation and administration. We help organizations design and deliver competitive retirement benefits that put their employees in a position to pursue financial independence in retirement when the time comes.
We understand that you need competent and experienced guidance when it comes to developing your company’s retirement plan. Our client list, our deep bench of resources, and our decades of experience working with retirement plans mean that we have the knowledge and expertise to help keep our clients’ plans competitive, engage their employees, benchmark their service providers, and assist them with fiduciary oversight. We have access to a wide range of options to help you choose what’s right for your company and your employees.
Simply put, a 401(k) is the steadfast and simple way to pursue financial freedom. We understand that you as a business owner have neither the time nor the desire to develop and implement a 401(k) program for your employees – which is why we are here to develop it for you.
A 401(k) plan is about more than just retirement for your employees. More specifically, a good retirement plan can:
We understand that not every business owner will choose to exit at an optimal time, and so they may not be able to sell their company at a high price, even after years of hard work and commitment. A 401(k) can provide a shield against taxes, and it can also put a portion of your cash flow to work to earn money for you in the market. As it works, it can compound returns, providing only a beneficial comfort rather than serving as a liability.
If you believe that your company needs a detailed, secure retirement plan, contact us today to set up an appointment so that we can discuss the next steps in developing your strategies.