Small Business 401(k) and IRA Plans

 
401k planning

Interested in our retirement plan services?

We can help you with:

• 401k Planning

• 401k Rollovers

• IRA Rollovers

• Small Business Retirement Solutions

CALL US TODAY: (502) 225-9900

Book a Free Initial Appointment
 

Whether you’ve had a retirement plan set up for years or are just getting started, we can help.

 
 

Our Services:

types of retirement plans

We can help you research and set up the following types of retirement plans for your business:

  • 401(k) / 403(b) plans

  • Individual or Solo 401(k) plans (for self-employed individuals)

  • Simplified Employee Pension Plans (SEP IRA)

  • Savings Incentive Match Plan for Employees (SIMPLE IRA)

guidance on initial set-up

Our goal is to minimize your out-of-pocket costs and provide the best options for you and your employees. We will shop out the best provider for your specific situation. We have over 30 different providers we can work with on our 401(k) plans - providers such as:

  • Vanguard

  • Fidelity

  • Ascensus

  • Principal

  • Voya

  • American Funds

  • Ameritas

Benchmarking of an existing plan

If you have an existing plan we can benchmark it against plans from other providers to ensure that your plan costs and services are competitive.

plan management

These are some of the services we can provide on an ongoing basis to you and your employees:

  • Providing group enrollment and investment education meetings

  • Selecting and monitoring the plan investments

  • Assisting employees with investment selection and retirement readiness

  • Periodic benchmarking of fees and overall plan

  • Supporting individual participant questions

Let’s get started!

 

There are a lot of misconceptions about retirement plans for the small business owner. We want to help you move past these and move along the path to a successful retirement for you and your employees.