Employer Sponsored Retirement Plans

Get The Most Out Of Your Business

As a practice owner, you have the option to implement a retirement plan through your business. This often requires coordination with your advisor, your CPA, and a third party administrator.

There are several different types of employer sponsored retirement plans that you can choose from depending on your situation.

To discuss these options and determine which is best for you, please schedule a call with your own dedicated CFP® professional advisor.

Schedule A Meeting

Employer Sponsored Retirement Plan Overview

Client Goal

To implement a retirement plan through my business in order to fund retirement for myself and my employees

Our Process

Analyze company census & projected contribution amount
Review retirement plan options & implement desired plan
Review profit sharing annually if applicable

Transparent Fees

Advisor Fee:

Under $10MM: 0.50%
Above $10MM: 0.25%

Service Provider Fees (Third Party Administrator & Recordkeeper) will vary by plan

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