In a small business setting, it could take years to find or develop the executive talent needed to build the business to the next level. Talent is hard to come by, and it is even more difficult on the business when it walks out the door in pursuit of another opportunity.

Choosing to offer a company retirement plan can boost employee productivity and morale, and provide extensive potential benefits for your personal wealth. However, navigating the options can be overwhelming and confusing: should you offer a traditional 401(k)? What about SEP IRAs and Simple IRAs? It all depends on what you would like to accomplish, as there are various advantages to each one. 

401(k) Plans

A 401(k) plan is a powerful tool for attracting and retaining top talent. We offer customizable 401(k) plans that allow both employers and employees to make contributions, helping provide a secure retirement for all. We will work closely with you to design a plan that aligns with your company's goals and your employees' financial needs. 

SEP IRAs (Simplified Employee Pension)

SEP IRAs are idea for small business owners and self-employed individuals. These plans offer tax advantages while providing an easy and flexible way to save for retirement. We can help you set up and manage SEP IRAs, as well as monitor their compliance with IRS regulations. 

SIMPLE IRAs (Savings Incentive Match Plan for Employees)

Simplify your retirement benefits with a SIMPLE IRA. These plans are designed for small businesses and are easy to administer. We'll guide you through the setup process, helping you and your employees save for retirement with ease. 

Profit Sharing Plans

Reward your employees for their dedication and hard work with profit sharing plans. These plans allow employers to contribute a portion of company profits to their employees' retirement accounts. Our team will assist you in structuring a profit sharing plan that aligns with your company's financial performance. 


Customized Solutions

Every business is unique, and your retirement plan should reflect that. Our team will work closely with you to tailor a retirement plan that suits your company's specific needs and objectives. Whether you need assistance with plan design, administration, investment monitoring, or compliance, we've got you covered. 


Contact us to take the first step towards a brighter retirement future for your business and your employees!