Employer Sponsored Retirement Plans & Benefits

With decades of experience in employer sponsored retirement plans, allow us to provide you the guidance on what plan is most appropriate for your business. Whether you have 5 or 500 employees, we will provide you with cost conscious investment providers and guide you through the fiduciary process you are legally responsible for adhering to.

This ever changing landscape has employers under much scrutiny and held to legal standards that most are unaware of.

Employers who maintain plans, also referred to as plan sponsors, are typically fiduciaries by reason of being named fiduciaries or by acting as a functional fiduciary. In such cases, the employer acts in a dual capacity, as both a fiduciary to the plan and as employer.

The DOL states that a fiduciary to a retirement plan may be personally liable, not to be protected by the “corporate veil” to restore any losses to the plan, or to restore any profits made through improper use of the plan’s assets.

Contact us today and have your plan fees, investment line-up and fiduciary process reviewed at no cost.

Plans offered: 401k, SIMPLE IRA, SEP IRA, Profit-Sharing

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