Mid-Large Company Retirement Plans
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“Our company has been growing and we need to make sure that our retirement plan matches up with what our employees need now. We want to make sure that we are offering quality investment options at a good price and providing the education that we are supposed to.” |
As your company has grown over the years your needs have consistently changed. You have implemented different benefits programs to attract quality employees as well as to provide for your own needs. If you don’t have a retirement plan in place yet, you may be trying to decipher what the best plan is to meet your needs. Some companies are looking to maximize the amount that owners and highly compensated employees can contribute. Others are looking for a plan that can give a lot of flexibility in design regarding matching, vesting, etc. We can help you ask the right questions to identify the appropriate plan to meet your needs. For a small or medium size business the options will typically be SIMPLE IRA’s, 401(k)’s, Safe Harbor 401(k)’s, and a couple of other possibilities.
If your company has an existing plan in place you may be looking to make sure that your current plan is performing the way it should regarding investment returns and expenses of both the plan and the investments. If you have not reviewed these items recently it is very important that you do so. We would be happy to sit down with you to review your situation. We work with many of the top retirement plan providers in the country.
We have provided some helpful resources for you below to get you started. Contact us today to arrange a time to speak with one of our experienced retirement plan experts.
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