Corporate Retirement Plans
Our corporate solutions partners specialize in comprehensive 401(k) management services designed to help businesses optimize their retirement plans. Our expert team ensures compliance with all fiduciary responsibilities, offers strategic investment guidance, and provides personalized support to maximize the benefits for your employees.
Minimize Risk
The regulatory landscape for administering retirement plans is complex and always changing. Our expert team is always fully knowledgeable of plan regulations, any changes to the regulations, and how those changes might affect your company. We will ensure your company is always compliant. How this helps your firm:
Reduces the risk of non-compliance penalties
Acting as your plan administrator, we ensure your firm remains complaint so you don’t have to.
No more keeping up with complex, ever-changing regulations
Retirement plans are heavily regulated. Our experts ensure your plan is compliant with regulations, even as they rapidly change.
Pass off your fiduciary obligation
If you are managing your firm’s plan, you are required to act as a fiduciary as mandated in the Employee Retirement Income Security Act (ERISA) of 1974. When we manage your plan, we take over the obligation of acting as your plan’s fiduciary.
Supercharge your benefits
Empower your employees to find financial success through specialized, individualized financial planning. Your firm will receive a dedicated financial advisor who will meet with your plan participants at your place of business on a regular basis. Your dedicated advisor will empower your employees to plan for their financial future by offering financial planning and education.
Individualized Financial Planning
Your dedicated financial advisor will meet with your employees on a regular basis, helping them plan for their financial needs.
Financial Education
Keep your employees informed about important personal finance topics. We provide regular educational seminars on topics including investing, Social Security, insurance, and more.
Sole Proprietors
You are your business. If you are working yourself too hard, you have to complain to HR … which happens to be you, too. You have a lot going on, let us take care of your retirement plan. We will find the right retirement plan for your unique needs and we will keep you on track to retire with confidence. Solo 401(k)s, SIMPLE IRAs, SEP IRAs, IRAs, Roth IRAs are all options for the sole proprietor. These plans will help keep you on track to retire and will offer tax benefits for you and your business.
Insurance
Commercial Insurance
Businesses face unique insurance needs. We will construct an insurance policy that fits your needs so you can continue to operate your business without worrying about exposure to unmitigated loss from unforeseen events like property damage, liability claims, or business interruptions.
Key Person Insurance
Key person insurance provides financial protection to your business in the event of the death or disability of a key employee or owner, helping to cover expenses such as recruiting and training replacement personnel and maintaining business continuity, while also reassuring lenders, creditors, and investors of your company's stability and risk management strategy.
Bonds
Your construction company should be bonded to enhance credibility and trust among clients, enabling you to bid on and secure lucrative projects, while also providing financial protection to project owners and clients in the event of project delays or default, minimizing risks and fostering long-term relationships within the industry.