For business owners, retirement plans can be a great way to leverage for your own personal planning. It can also be a way to attract and retain talented employees. Crafting a retirement plan that achieves your goals as an owner as well as meets the needs of your employees is one of our key competencies.
Business owners who have a plan currently should have that plan reviewed periodically. This both ensures that your plan is still competitively priced and provides the service and benefits it should. In addition, reviewing your plan helps you meet your fiduciary responsibilities as a plan sponsor.
If you would like a consult on starting a plan or have a plan you’d like to benchmark vs others in your industry, please contact us today to schedule a time to talk.