Broker Check

Is Your Retirement Plan Giving You What You Need?

April 17, 2023

Offering an employer-sponsored retirement plan is a vital component in any business growth and employee retention strategy. But setting up and managing that plan requires substantial knowledge of federal rules and regulations, as well as an understanding of the plan structure (so you and your employees can reap the most benefit). It's complicated, to say the least.

We wouldn't expect you to know everything about retirement plans – but we do. That's why working with outside professionals can make it so much easier for you! Here's what you can expect from us in support of you and your business's retirement plan:

  • Employee Financial Education and Support: We'll provide time, tools, and resources designed to ensure you and your employees are getting the most out of your retirement savings plan. And as always, you and your employees are free to contact us at any time for help.
  • Periodic Reviews. We'll evaluate the plan regularly to ensure we follow retirement plan rules. Among other components, we'll review ownership benefits, benefit to employees, fiduciary responsibility, and federal regulations.
  • Additional Solutions. We'll also determine if it would make sense to add other employee benefits and retirement structures, like defined benefit plans, deferred compensation plans, employee stock ownership plans, life insurance, etc., to help you continue offering attractive benefits and strengthen employee loyalty.
  • Outside Referrals as Needed. We maintain active relationships within a network of CPAs, tax attorneys, and other trusted financial professionals to help you and your employees address any broader needs.


As retirement plan specialists, we're here to help however we can. Let's connect soon.