Qualified Plan Consultation

Starting a successful business requires a tremendous amount of hard work. In the early years so much attention is focused on making the business profitable. As business grow so does the necessity for employees. Upon the creation of a thriving business, all the attention goes towards the continuation of success. It can be easy to get so consumed in the business that we forget to think about planning for life after the business.

Why Qualified Plan Consultation is Important

With the current state of the job market, it is vital for business owners to stand out in order to attract and retain top tier employees. Employers need to provide above average benefits to stay competitive.  One of the most impactful benefits for employers and employees is a Qualified Plan.

Not only does having a Qualified Plan help out employees, but it also helps you as the business owner to prepare for retirement. Not every business owner can rely on the sale of their business to completely fund their retirement. Taking the steps to develop your own diversified retirement strategy can make a world of difference.

What We Can Do For You

Our Qualified Plan Consultation centers around planning for the needs of the owner while allowing employees access to a high-quality option to save for retirement.

Here’s a preview of our Qualified Plan Consultation services:

  • Understanding your business goals: Through a series of meetings, we get to know you and your business, and help you think about the benefits a Qualified Plan can provide.
  • Developing a Plan: In this step we review all of the information we have collected and decide what type of plan (401k, SEP, SIMPLE, Profit Sharing, Pension) will fit best within your business.
  • Implementing the Plan: Once a plan has been selected we work with you and your employees through the implementation process.
  • Ongoing support and review: As your business changes so will the needs of your plan. We provide continued support to allow for the evolution of your plan to ensure your needs continue to be met through your life and the life of the business.