Group Retirement Plans

1. Build a Secure Future for Your Employees

Offering a group retirement plan is one of the most valuable benefits you can provide to your employees. It helps them save for retirement while giving your business tax advantages and a competitive edge in attracting and retaining top talent.

We help businesses of all sizes design, implement, and manage retirement plans that are compliant, cost-effective, and aligned with your company's goals.

2. Types of Group Retirement Plans

401(k) Plans: The most popular employer-sponsored retirement plan with pre-tax contributions
Roth 401(k) Plans: After-tax contributions with tax-free withdrawals in retirement
403(b) Plans: Retirement plans for non-profit organizations and public schools
SIMPLE IRA: Simplified plans for small businesses with fewer than 100 employees
SEP IRA: Easy-to-administer plans for self-employed individuals and small businesses
Defined Benefit Plans: Traditional pension plans with guaranteed retirement income

3. Benefits for Employers

Attract and retain quality employees
Tax deductions for employer contributions
Potential tax credits for starting a new plan (up to $5,000 per year)
Boost employee morale and productivity
Demonstrate commitment to employees' financial well-being

4. Benefits for Employees

Tax-deferred or tax-free growth on retirement savings
Employer matching contributions (if offered)
Automatic payroll deductions for easy saving
Potential for loans and hardship withdrawals
Investment options tailored to their risk tolerance

5. Full-Service Plan Administration

We take the complexity out of retirement plan management. From initial setup to ongoing compliance, recordkeeping, and employee education, our team handles it all. We partner with leading plan providers and third-party administrators to ensure your plan runs smoothly year after year.

6. Get Started Today