We manage retirement plans for self-proprietors and small businesses. They include:
- SEP-IRA’s
- Individual 401(k) plans
- SIMPLE IRA plans
- 401(k) plans – both as a 3(21) fiduciary and a 3(38) fiduciary
I would encourage you to call us to find out how we could help design a small business retirement plan that will:
- Help maximize your employee participation rate.
- Help maximize employee contributions.
- Help incentivize employees to stick around.