Company Retirement Plans
Build a Plan That Works for You, Your Business & Your Team
If you're running a business, you already wear too many hats. We help you design, implement, and manage retirement plans that serve both your company and your people — with a clear eye on compliance, cost control, and long-term strategy.
Whether you’re setting up your first plan, improving an existing one, or preparing for succession, we’ll guide every step. That means fewer administrative headaches, smarter plan design, and a more confident path forward for everyone involved.
Transfer Wealth with Intention — Not Just Paperwork
Your Plan Can Be a Growth Tool — or a Liability
Too many business owners have underperforming plans. They’re outdated, expensive, misaligned with their compensation strategy — or simply too much work to manage well.
We help you eliminate guesswork, control costs, and use your plan to attract and retain talent. And if retirement or succession is on the horizon, we’ll help you prepare your plan for transition — and make sure your personal financial strategy is fully integrated along the way.
What We Help Business Owners Do Better
Our role is to make sure your company retirement plan is aligned with your business goals — and functioning as a strategic advantage, not just a necessary expense.
We guide you through:
- Choosing the right plan type (401(k), SIMPLE IRA, SEP, cash balance, profit sharing, etc.)
- Structuring contribution formulas that support both ownership and employees
- Navigating fiduciary responsibility and ERISA compliance
- Optimizing tax efficiency for the business and its owners
- Benchmarking plan costs and provider performance
- Educating employees and improving participation
- Integrating your business plan with your personal retirement strategy
Common Financial Questions We Help Answer Every Day
How do I know if our plan is competitive?
We’ll benchmark your plan fees, features, and participation levels against industry norms — and show you where you could improve costs, structure, or provider services.
Can I make sure owners or partners receive more benefits?
Yes. Through profit sharing, new comparability formulas, or even defined benefit strategies, we help ensure key people are rewarded — all within IRS limits.
Are we meeting our fiduciary responsibilities?
We’ll review your plan governance and help you stay compliant — including investment selection, participant communication, and regulatory updates.
Can our company afford to offer a plan?
Often, yes — especially when you factor in tax deductions, owner contributions, and long-term retention benefits. We’ll model the impact and walk through your options.