Retirement Plan Consulting
Plan Design | Provider Selection | Plan Benchmarking | Fiduciary Services | Employee Communication and Education
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Helping your organization to deploy and manage plans that are affordable, supported, and valued.
We Know You Need
plans that are…
We Strive To Offer Best In Class
Services
Retirement Plan Advisor
Simple IRA SEP IRA 401(k), Defined Benefit, Profit Sharing, Money Purchase | Invest | Manage
Key Employee and Owner Bonus and Deferral Plans
Expanded Tax Deferred Savings | Key Employee Reward / Retention | Equity Mirroring Plans | Succession Plans
Life, Disability, Long Term Care and Property Insurance
Life, Health, and Property Insurance | Long-Term Care
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We Are Different
Here is why
Our Background
We are business owners and have worked with thousands of businesses on business planning, business valuation, accounting and tax matters, business transactions, and business succession.
We understand business issues and the importance of business process and it drives our approach to serving our clients.
Our Experience
Our experience has taught us that every business has unique opportunities to enhance its business value through:
- the attraction and retention of key employees, and
- proper incentives are needed to align employees' and owners' mindsets and actions better.
We know how different plans and programs can help you.
Our Belief
We believe that many benefits offerings and retirement plans do not help management and employees properly plan for their retirement, maximize tax savings and tax deferral, and make informed investment and insurance decisions.
We believe we can change that one Company at a time.
Click here to learn more about our team!
We Serve a Diverse Group of
clients
We currently work with hundreds of self-employed professionals on plans that allow for substantial tax-deferred contributions, as well as their life and disability insurance needs. Our team can provide experience and a single point of contact for your personal benefits needs.
Small firms like yours and ours often rely on the owners and some key employees to keep things running. Our team can be your in (out)-house partner to help with maximizing tax deferral, aligining key employee and owner intersts, insuring for continuity of the business, and for programs that you can be proud to offer all your employees.
Good people are the key to success in high-growth companies. In a fast-paced environment, key employees take on more responsibility than their job description and their pay often reflects. They are the people who make it happen and bring the magic to life. Their interests must align with the owners and other contributors to the company's success. They must also feel valued and see future rewards for their contributions. Our team brings a wealth of experience in working with high-growth companies. We look forward to working with you on various options for tax deferral, bonuses, stock options and phantom stock options, and life, disability, and long-term care insurance offerings to protect and reward your team.
It is so easy to get stuck in the “we have always done it this way” mode when you are an established and successful company. As a larger and established firm, it is easy to lose site of the impact that key managers and employees have on the daily operations and the long-term future success of the business. The problem worsens when others in the market innovate their employee benefits programs. The key is to offer programs that meet your changing employee and business needs so that the “grass is greener” syndrome does not take hold in your key employee base. Our team can help you measure the satisfaction of your current programs and gather information about what your employees value and would value. We can also help you manage your current 401k, profit sharing, and other programs and recommend improvements and additional programs to help you keep your team in place to better manage your established position in your markets.
We Are Ready to Provide a
plan review and assessment
Most plan sponsors and business owners have little time to focus on their company plans. Often, there is limited awareness of what the programs actually cost the company, the executives, and the employees.
Just offering benefits is not enough.
You need a team that understands your goals and objectives and helps you to offer programs that make sense for your organization -- and that actually offer the benefits that you belive you are getting.
Click Here to Schedule a Time to Discuss a Plan Assessment
Click Here to Email us with Questions about Our Plan Assessment Process
