Is your retirement plan working as hard as you do? Is it the right plan for you and your employees?

A well-designed retirement plan can help you attract and retain quality staff. We offer programs of bundled and unbundled qualified plan services that offer flexible options for plan design and administration, investment options and pricing, help you meet your fiduciary responsibilities, and empower employees to feel more confident about their future.

Most importantly, we provides the guidance needed to help you manage your plan— so you can focus on the other aspects of running business.

Among other options, our 401(k) plans offer:

Diversified selection of investment options for various investor types from the beginner to the most sophisticated including an optional guaranteed withdrawal benefit, available for an additional charge, that can provide lifetime income payments. Independent third-party investment fiduciary services that can alleviate many of your fiduciary concerns.

Innovative educational programs to empower employees with knowledge and information to help them work toward a well-planned, fully-funded retirement.

Personal guidance in setting up and managing your plan, including support for 401(k), Profit-Sharing, Age-Weighted and New Comparability, Money Purchase, and other plan types, as well as a Roth 401(k) option.

Choice of bundled service or unbundled service provided through your Third-Party Administrator (TPA).
Competitive fee structure and full fee disclosure to you and your employees.

In addition to traditional 401(k) plans, we offers plan design variations that may enable you and your older or higher-compensated employees to save even more for retirement.

I, or a member of my team, can help you explore your business’ unique needs, and the steps needed to get started. Please call us at 585-466-8119. We look forward to speaking with you about your retirement plan and your employees’ future.