QUALIFIED PLANS
Establish a Qualified Plan and Grow your Business
We are qualified and prepared to help you establish a new retirement plan for your business and its employees. From sole proprieterships to sizeable corporations, we work with employers to establish a plan that meets their needs and guides their employees to a financially secure retirement.
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We stand with you as a fiduciary on your plan by:
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Structuring it around the needs of your business
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Providing education and guidance on operational best practices
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Providing onsite employee education and investment advisory services
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Working with you to maintain and update the plan as needed
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Keeping fees reasonable and transparent
Offer input & help design the plan
Communicate benefits to employees
Avoid compliance issues and keep the plan up to date
Analyze & Compare Your Current Plan
Not all retirement plans are the same and your business, along with its employees, may be paying the price. Let us analyze your current plan and run a free side-by-side comparison next to a plan that we would offer.
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This comparison will go over:
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Start up/annual fees
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Investment options and performance
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Potential tax credits
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Business benefits