Retirement Plans


A retirement program is a valuable tool for employee recruitment and retention. We are adamant on helping employees save for their retirement and not relying solely on the outside programs.

We highly recommend, and assist in, conducting at least one employee education meeting per year in which Retirement Planning is discussed. The more employees are exposed to the notion of saving for retirement the easier it is to get a head start on their portfolio.

According to the Employee Benefit Research Institute, 46% of all American workers have less than $10,000 saved for retirement and 29% of all American workers have less than $1,000 saved for retirement.

Our team provides the following resources for employers starting or altering an employee retirement program.

  • Plan Designs: The Automatic 401(k) – Turning Non-savers into Savers
  • Plan Designs: Lifecycle Funds
  • 401(k) Vendor Comparison Checklist
  • Helping Employees Be Smart With Their Money
  • Plan Sponsor Responsibilities

Let us go to work for you!

Let us go to work for you.