420 West Grand Avenue,
An employer sponsored retirement plan is a type of benefit plan providing distinct employee and tax-related benefits for a business or non-profit organization. These types of retirement plans include: 401(k), 403(b), SIMPLE IRA, Profit Sharing, Defined Benefit and Cash Balance Plans. Each type of plan offers unique features and advantages that can be tailored to the needs of the organization.
Implementing and monitoring a retirement plan to desired outcomes can be a challenging process. Our team works with small businesses and non-profit organizations to help maximize retirement plan benefits for the business and its employees through careful retirement plan design assistance, targeted communication, employee education, and plan maintenance.
As members of the LPL Retirement Plan Consulting Program (RPCP), we leverage a wealth of technology and research to assist a plan sponsor in making data-driven decisions.
Additionally, our strategic partnerships with Third Party Administrators (TPA), Recordkeepers and CPAs help for thoughtful collaboration and coordination in the plan design and reporting processes.