Services
Retirement Plan Consulting for Businesses
Help for business owners evaluating, designing and monitoring a company retirement plan.
A company retirement plan is a benefit for your employees and a responsibility for you. We help business owners think through both.
What we can help with
- Evaluating the type of plan that fits your business and your goals.
- Reviewing plan investments and costs on an ongoing basis.
- Helping you understand and document your responsibilities as a plan sponsor.
- Coordinating with your plan administrator, recordkeeper and CPA.
Business owners often have their own planning needs too: how the company, the plan and personal wealth fit together. Those conversations are part of the same relationship.
The scope of retirement plan consulting is set out in a written agreement.