Retirement Plans

A well-designed retirement plan is a great way to add value to the benefits package offered to employees however, there is no one-size-fits-all definition and plan design options can be overwhelming. Offering a well-designed retirement plan to new and existing staff is a great way to effectively recruit and retain employees while encouraging them to save for their future.

We have immense experience in the retirement plan landscape and can help you and your small business stay on top of the fiduciary responsibilities, compliance guidelines and administrative tasks that are required when sponsoring a retirement plan.

Whether you are establishing a new plan or are looking to make changes to your existing plan, our firm works closely with the investment manager and third party administrator to ensure your plan is compliant and continues to meet defined goals and objectives. We are not only a liaison to the plan sponsor, we a resource to the staff by providing education and advice, answering questions and encouraging a consistent savings plan for retirement.