Broker Check

Does Your Retirement Plan Support Your Employees?

April 11, 2024

As a business owner, it makes sense to provide employees with a way to save for retirement. When you help your team save for the future, you support their long-term financial goals and retirement readiness. You’re also helping build staff loyalty by offering your employees a very attractive benefit.

Given the ongoing legislative changes affecting 401(k) plans, ensuring your retirement plan remains in compliance is more important than ever. You also want to provide your employees with a resource for financial guidance. You can choose to undertake these tasks alone or hire an experienced professional to help.

Objectivity, Competency, and Attention to Detail

Let’s take the opportunity to discuss your qualified plan and how it might better support you and your employees. We know your decision to work with any plan administrator will be based on knowledge and confidence (knowing the administrator is highly experienced in working with qualified plans from the ground up, and being confident that their services are objective, comprehensive, and competent).

Experienced, professional retirement plan administration is essential for executives and workers alike. Whether you are considering a wholesale plan change or would simply like a second opinion about your plan, please know that we’re available to help you or your employee team in the following financial areas:

  • We’ll thoroughly explain your plan’s options to ensure employees are using it optimally and to achieve greater financial literacy.
  • We’ll review asset allocations and recommend adjustments when needed.
  • We’ll assess the broader personal financial plan to ensure it’s aligned with risk tolerance and retirement goals.
  • We’ll provide plan oversight and administration, product selection, reviews, etc.


If you’d like to chat about your existing employer plan (or need to put a new plan in place), just reach out at your convenience – our contact information is below. We’d love to discuss ways we might help you maximize the delivery of this important benefit.