Web Analytics

401(k) Plan Advice

In today’s workplace offering benefit programs that includes a retirement plan to employees has gotten to be more important than in it was in the past.

A 401(k) plan can strengthen your benefit offerings allowing your company to become more competitive in the employment marketplace and thus improving your chance to retain valued employees. Yet for business owners, plan sponsors and plan trustees offering a 401(k) plan can be challenging given all the laws and regulations.

Through payroll provider partners like ADP or Paychex, or by using TD Ameritrade Retirement Plan (TDARP) we can work together to put together a plan that will address your fiduciary requirements as a trustee, have a simple streamlined open plan, while helping yourself and your employees to defer taxes and save for their retirement.

Call or email today to learn how we can work together.

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."