Retirement Plans

We help small to mid sized businesses build and managed cost effective & efficient retirement plans.  This service helps business owners maximize the tax advantages of sponsoring a retirement plan, and delegate some of their fiduciary responsibilities.

#255032 green - 37-80-50 rgb.jpg

Services We Offer

• Retirement plan advice & management
• Consulting as ERISA section 3(21) fiduciary
• Plan management as ERISA section 3(38) investment manager
• Construction & execution of investment policy statements
• Selection, monitoring and replacement of investment options
• Participant education
• Participant guidance & advice
• Plan benchmarking

Gold Fusion - 717744.jpg

Why Choose Us

Employer sponsored retirement plans can be a wonderful benefit to employees.  But all too often they're confusing, time consuming, and expensive. 

Retirement plans we manage for our clients are transparent, easy to manage, and very cost effective.  They also present less risk, as most of our clients delegate some of their fiduciary responsibilities to us.

Plans We Work With

We work with an array of retirement plans, and commonly help our business owner clients decide which plan best suits their objectives.  Common plans we work with include:

• 401(k)
• Solo 401(k)
• Profit Sharing
• 403(b)
• Defined Benefit

How Much It Costs

Fees range from 0.15% to 1.5% of plan assets per year, depending on the scope and complexity of services provided.   Most plans are subject to a minimum annual fee of $2,500.

Minimum Asset Levels

We do not require a minimum asset level for retirement plans, and work with both existing plans and new start up plans.  

Next Steps

If you feel like your organization could be a good fit for our retirement plan services, click the link below to schedule a 30-minute introductory chat.

Book Cover.jpg

Learn how a financial planner can help strengthen your business.

Download our free guide to learn how working with a financial planner can help  to free up your time, improve your family's well-being and strengthen your business.