Building a Plan

If you’re an employer, perhaps one of your goals is to have a retirement plan to assist your employees in saving for their retirement. It is our aim to help you create a retirement plan that fits your goals, helps your employees, and is the least amount of effort for you to maintain. We’ll discuss what benefits you want to offer employees, the eligibility requirements that you want to implement, and all the details necessary for setting up your retirement plan.

Additionally, once you’ve constructed your plan, we’d like to help you keep your employees educated about it. We’ll partner with you to offer one-on-one or group meetings for your employees to discuss financial planning, retirement planning options, and other considerations regarding the retirement plan you’re implementing.

As an employer, you have the responsibility of making sure that your retirement plan meets the ever-changing federal requirements. We would like to help you with that. We offer our services to monitor your retirement plan and ensure its ERISA compliance. We’ll keep track of your fees, your requirements, and all the rest to make sure you’re meeting the standards of federal law and also meeting your own personal objectives as an employer.