Businesses & Corporations

Whether you’re running a commercial enterprise, a small business, or a community organization, it’s important to provide a competitive retirement plan designed to help you attract and retain top-level talent.

Our experienced team has resources to help you keep up with the constantly changing regulations that make retirement plan oversight challenging for businesses today.

We help you develop a retirement plan that meets the needs of your employees and helps you pursue your strategic goals.

Whether you need a 401(k) plan, 403(b) plan, or a SIMPLE IRA, you can count on us to design a comprehensive strategy with the following key components:

• Wide range of investment options
• Employee education
• Competitive pricing
• Fiduciary Governance
• Plan Design

With our assistance, you can design, address compliance, implement and manage a retirement program that will help you attract top talent, keep your best and brightest employees, and pursue the stability you need to succeed.

Of course, you will also make an invaluable contribution to your employees by helping them prepare for retirement and work toward their long-term financial goals.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA Regulations.

Your key executives are responsible for driving the success of your organization. Is your retention plan compelling enough to keep them in place? Are you working to motivate them and to recruit the next generation of leadership?

A robust executive benefits program is a powerful tool to attract the best talent, retain top executives, and motivate your current leadership.

Succession planning is essential for every organization. But it’s especially challenging for a family business.

What happens to the business if you decide to retire? What happens if a member of the ownership team dies unexpectedly?

A carefully developed succession plan will help you prepare for these possibilities. So you can engineer a smooth transition of your business to the next owner, partners, or ownership group.

Losing a key employee to an untimely death or disability can have a catastrophic effect on your business. That’s why it’s important to develop a comprehensive financial plan for your business that includes key person insurance.

With the right plan and coverage, you can maintain your operations and minimize disruptions even when an unexpected event takes an ‘irreplaceable’ employee away from your team.

Our experienced professionals have the expertise and resources to help you analyze your situation and develop a sound strategy to protect your business from the unexpected loss of a key executive or employee.