Managing Retirement Plans

Managing an institutional retirement plan is no easy task. Your responsibilities are substantial and the daily tasks associated with this role can easily steal your precious time away from what truly matters to you.

We understand how important it is to maximize plan benefits while staying tax efficient and following regulatory and fiduciary guidelines. That’s why we strive to serve as a seamless extension of your office, providing the support necessary to allow your leaders to focus on growing and advancing your business. Our team offers the attention and resources to serve your retirement plan needs, whether through implementing a new plan or overseeing a plan already in place.

We walk you through every step of the process, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options. We have experience establishing and overseeing a variety of qualified retirement plans and non-qualified deferred compensation plans, offering the following services to your institution:

  • 401(k) Plans
  • 401(k) Profit Sharing Plans
  • Simplified Employee Pensions (SEPs)
  • Safe-Harbor 401(k) Plans
  • Owner Only/One-Person 401(k) Plans
  • Profit Sharing Plans
  • Age-Weighted/Comparability Profit Sharing Plans
  • Defined Benefit Pensions
  • Third-Party Administration (TPA) Partnership

Ready to Learn More?