Customized Retirement Plans

The Right 401(k) Can Create Powerful Opportunities

With significant tax savings for both the employer and the workers, setting up and contributing to a 401(k) is a great way to save for your retirement while benefiting your employees. We can help you:

  • Design a plan to benefit key members of your business, including you and your partners.
  • Select investment options for your plan.
  • Design a flexible plan, including safe harbor protection to satisfy nondiscrimination testing.
  • Provide local administrative support and employee education and/or individual advice.

Whether you engage us to review your existing retirement plan or create one for your company, we ensure that your plan offers the right mix of investment products – easing your liability as a fiduciary entrusted with prudently overseeing your employees’ retirement savings.