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Comprehensive Consulting

We can help you create a retirement program that works for you and your employees. This consists of fiduciary support within all the key components that will attract and retain top talent.

Personalized and Professional

Personalized and Professional

This is where we discover your needs and the difference between your options. We want to help you develop a program that works for you and your employees, fits the company's needs, will be competitive within the industry, and offers benefits to attract and retain quality employees. 

The following are some of the key areas we discuss when constructing a program for businesses:

  • Program types (SIMPLE, SEP, 401k, 403b, Profit Share)
  • Benefits within a program (Eligibility, Roth, Match, Profit Share, Vesting)
  • Cost of the program
  • Retaining & rewarding certain employees
  • Investment structure for the program
  • Fiduciary support and services

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