Business Services That Make A Difference
We understand that your business reflects your passion. You need a partner to simplify the complexities you face and help you make more confident decisions.
When was the last time someone came in and sat down with your employees to discuss the business' 401(k) plan, how it works, and how much they should be contributing? When was the last time your 401(k) plan was reveiwed? When was the last time you shopped for company health insurance?
We help business owners design, implement, and manage retirement and benefit plans that help both the company and its employees. Our goal is to create plans that are cost-effective, compliant, and aligned with your long-term objectives.
- 401(k), SEP, and SIMPLE IRA setup and management
- Profit-sharing and defined benefit plan strategies
- Plan compliance and fiduciary support
- Medical isurance plan review
In addition to benefits reviews, we can help you understand what your business is worth and what your business succession plan should look like and how to implement a succession plan.
How often should our 401k plan be reviewed?
Annually. A business can generally change its 401k plan design, match formulas and eligibility rules once a year during normal plan amendments, and you should always take the time to ensure you're not overpaying for 401k services.
Am I offering the right products and services to my employees?
We help business owners know exactly what they should be offering, what they're overpaying for, and benefits they could be offering to their employees.
How do I create a business succession plan?
A well-executed business succession plan is created by defining your goals for the business, identifying your successors, meeting with an attorney who specializes in legal documents, and training the next leader. We can help every step of the way.