Corporate Retirement Plan Services

Business owners and executives understand that attracting and retaining the best employees requires providing a competitive array of benefits. But providing the benefits may not be enough. Company leaders must also ensure that their respective employees are adequately educated to understand the value and maximize those benefits.

With this in mind, our Corporate Employee Equity & Retirement Plan Services focus on the objectives of each company and its respective stakeholders. We are dedicated to supporting each business with guidance and tools to help stakeholders manage their respective benefits. With our knowledge and experience, we will work to deliver financial solutions that best fit each company.

Corporate Employee Retirement Plan Services include:

  • Retirement Platforms such as 401(k) Plans
  • Deferred Compensation
  • Life Insurance

For companies, we will:

  1. assist in all aspects of the design, implementation and ongoing servicing of a company plan through which executives and employees can save for retirement;
  2. help your executives and employees enroll in the retirement plan and understand the benefits by providing educational opportunities such as group lunch workshops and individual consultations;
  3. report on participation and investment performance on a regular basis.

For individual employees, we will:

  1. help you maximize the benefits from participating in the company retirement plan within the context of your personal financial circumstances;
  2. provide documentation for reporting purposes (e.g., income taxes);
  3. serve as a friendly resource for other personal financial questions.
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