If your business is looking to implement a defined contribution plan such as a 401(k) we can help! 401(k)s and other plans can help you (the owner) save more money for retirement tax free while also providing employees the means to save for retirement and give your company an edge in retaining key talent by offering an attractive retirement plan.
Implementing a 401(k) can be a challenging process but we are here to guide you through the entire process as well as serve as the advisor to the plan on an ongoing basis. We take care of:
- Researching and selecting the 401(k) plan provider and third party administrator that best fits your company
- Selecting the plan investment offerings
- Preparing the plan investment policy statement
- Conducting ongoing plan due diligence
- Educating plan participants
- Providing ongoing investment advice to both you and your employees.
Give us a call at 717-293-1170 or email us at email@example.com to start the discussion on a retirement plan for your business.