Business Goals
Identify what the employer and key members need from the plan.
401(K) ADVISORY SERVICES
Customized Retirement Plans.
The right 401(k) can create powerful opportunities, including significant tax savings for both employers and workers.
30+
Years Experience
800+
Retirees Guided
7+
Locations
Customized Plans. Local Support.
VERPA helps employers review or create retirement plans designed for business owners, partners, and employees.
EMPLOYER RETIREMENT PLANS
The Right 401(k) Can Create Powerful Opportunities.
Whether reviewing an existing plan or creating one for a company, VERPA helps employers build a plan intended to benefit the business and its workers.
Key Members
Design the plan to benefit owners, partners, and employees.
Investments
Select investment options for the retirement plan.
Safe Harbor
Consider safe harbor protection for nondiscrimination testing.
Local Support
Provide administration, education, and individual advice.
How We Help
Guidance For Every 401(k) Decision.
Customized Plan Design
Create or review an employer retirement plan around business goals.
Investment Options
Select investment options for the plan.
Safe Harbor Design
Include safe harbor protection intended to satisfy nondiscrimination testing.
Administrative Support
Provide local support for plan administration.
Employee Education
Help employees understand the retirement plan.
Individual Advice
Provide individual advice when appropriate.
Employer Plan Benefits
The Right Plan Can Create Powerful Opportunities.
Employer Tax Savings
A 401(k) can create significant tax savings for the employer.
Worker Tax Savings
Contributing to a 401(k) can create tax savings for workers.
Flexible Design
Plans can be designed around business and employee needs.
Fiduciary Support
A thoughtful investment mix can support the employer's fiduciary responsibilities.
401(k) Plan Review
Is Your Employer Plan Structured For The Business And Its Employees?
Review the plan design, investment options, safe harbor choices, administration, and employee education.
Does The Plan Benefit Key Members And Employees?
Are The Investment Options Appropriate?
Should The Plan Include Safe Harbor Protection?
Is Local Administrative Support Available?
Do Employees Receive Plan Education?
Is Individual Advice Available When Appropriate?
Has The Existing Plan Been Reviewed?
Frequently Asked Questions
Your Questions.
Answered.
Can VERPA review an existing employer retirement plan?
Yes. The official service includes reviewing existing plans as well as creating plans for companies.
Can the plan include safe harbor protection?
VERPA can help design a flexible plan that includes safe harbor protection intended to satisfy nondiscrimination testing.
Do you provide employee support?
The official service includes local administrative support, employee education, and individual advice when appropriate.
Start The Conversation
Review Or Create The Right 401(k) Plan.
Build a plan with the right mix of investment options while supporting your responsibilities as a fiduciary for employees' retirement savings.
