Retirement

Small business retirement plans help you grow

Good people are essential to successful companies

Employers like you agree how costly and unproductive employee turnover can be. Whether you’re a for-profit, not-for-profit, or public-sector employer you have the same goal when it comes to employees: attract and retain quality people who will fulfill on your organization’s long-term goals. One of the best ways to keep great people is to offer flexible and useful retirement plan benefits.

We can help! We have years of boots-on-the ground experience working with small and medium employers. With administrative services from our partner firm, Retirement Plan Consultants, LLC, we can design, implement, manage assets, and deliver ongoing administration for whichever plan you choose.

Michael Blanchard is a CPA and certified to provide business valuations. He understands your perspective—the challenges of running your own business.

Design, implement and manage, we’ll make it easy

Figuring out a retirement plan shouldn’t take time away from your business or your people. We’ll make it easy. We’ll help you choose the right plan, sign up your staff and handle the paperwork. You’ll know you’ve made the right choice for your business/organization and your people.

We’ll also manage the dollars invested into the plan. You’ll receive ongoing support services for start-up to mature retirement plans—and everything in between. You can even roll over your existing plan (based on plan requirements) if you wish.

Our retirement plan can easily be “un-bundled.” If you already have a custom plan and want to continue working with your attorney, administrator, and/or CPA, let us know and we can provide just the record keeping and/or investment management services. Shown below are retirement plans available by employer type.

Here are additional details and plan limits for most standard plans.

You and your employees will love the Retirement Plan Consultants website. For a demo, use the button below and the user name, password and role.

Demo

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Attract and keep good employees while you maximize your retirement, too

Learn more about how our retirement plan services can help you attract and keep good employees. As a business owner there are also opportunities to plan for your retirement. There is no charge for your first consultation.

If you don’t have a current employee census we will email you our template. Just give us a call at 503.304.9248.

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