Our view of employer retirement plans focuses on both the owner and the employee.
For the owner, we take a detailed look at your specific goals and will recommend the plan that fits your unique situation.
From a farmer looking to defer as much income as possible through solo 401(K), SEP, or defined benefit strategies, to a mid-size company with a SIMPLE IRA, or a large employer with a traditional 401(k), we have you covered. We also can provide a fiduciary review to help you see any possible problems on the horizon.
From your employee’s perspective, we understand that for many wage earners, their 401(k) will be their largest asset and their best chance for becoming retirement ready. Educating your workforce to understand how your plan works creates more participation and better overall results.