Business Retirement Plans

As an individual business owner or a business owner with employees, retirement savings benefits are important. Not only do they help individuals save for retirement, but they can also help with savings for the business.

Employer

401(k) Plans

(with employees)

or

Owner only

401(k) Plans

(with no employees)

Retirement plan advisors are key in helping create a retirement plan that fits the size of your business.

  • Adopt a written plan
    A Plan Document serves as the foundation of how your plan will run, we will help you will make a series of decisions that will include:

    The type of plan that fits your business needs
    The employee participation requirements and guidelines
    The online investment tools you’ll offer

  • Choose an investment lineup
    We use tools such data analytics and fiduciary scoring to help you select and optimize the plans’ investment mix. We perform ongoing research on existing lineups when it comes time for fund replacements.

  • Leverage tax savings
    Our close collaboration with 4Wealth® CPAs brings a unique advantage. Many of our clients share a mutual partnership with our financial advisory services and 4Wealth® CPAs. This synergy allows us to work seamlessly with the accountants, leveraging their insights to unlock potential tax advantages and the opportunity to extend additional benefits to your employees.

We help you:

Additionally, we can help you create a Defined Benefit Contribution Plan, which can provide significant tax savings and additional retirement savings for you as an owner.

Not putting your money to work is a disservice to yourself.

Take advantage of working with an investment advisor, they will help with strategies that put your hard-earned savings to work for you.