Corporate Retirement Solutions 

 

 

• Full Service Defined Contribution Plans

 

Full-Service Defined Contribution Plans provide comprehensive retirement solutions tailored to meet the needs of both employers and employees. From plan design and administration to investment options and compliance support, these plans help businesses attract and retain talent while empowering employees to build a secure financial future.

 

• Defined Benefit Pension Plans

 

Defined Benefit Pension Plans offer employers a structured way to provide employees with guaranteed retirement income. By ensuring predictable benefits and long-term financial security, these plans help attract and retain top talent while supporting comprehensive retirement planning for a stable future.

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• Profit Sharing Plans

 

Profit Sharing Plans are a flexible and tax-advantaged way for businesses to reward employees by sharing in the company’s success. These plans help enhance employee engagement, attract top talent, and support long-term financial security while aligning company and employee interests.

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• We offer 401(k), 403(b) and 457 plans 
   

401(k), 403(b), and 457 plans are tax-advantaged, employer-sponsored retirement plans designed to help individuals save for retirement. 401(k) plans are offered by private-sector employers, while 403(b) plans are available to employees of nonprofits, public schools, and religious organizations, and 457 plans are primarily for government and certain nonprofit employees. Contributions to these plans are typically pre-tax, allowing for tax-deferred growth, though Roth options (after-tax contributions with tax-free withdrawals) may be available. Employers may offer matching contributions to enhance savings. While these plans provide long-term growth, compounding benefits, and tax advantages, they have contribution limits, early withdrawal penalties (except for 457 plans in certain cases), and required minimum distributions (RMDs) in retirement. They are essential tools for building a secure retirement portfolio.
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• Self-Trusteed 
   

Self-Trusteed Structures are investment or retirement plan frameworks where the trustee role is managed internally by the organization or individual rather than an external entity. Common in corporate retirement plans, investment funds, and estate planning, this structure provides greater control, cost efficiency, and flexibility in managing assets and fiduciary responsibilities. Self-trusteed plans require strict regulatory compliance, risk oversight, and governance to ensure adherence to legal and fiduciary standards. While they offer direct management, reduced third-party costs, and tailored investment strategies, they also demand expertise in administration and compliance. These structures are ideal for organizations or individuals seeking autonomy in wealth management while maintaining fiduciary accountability.
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• Employee Stock Ownership Plans (ESOPs)

 

Employee Stock Ownership Plans (ESOPs) are a powerful tool for business succession, employee engagement, and wealth creation. By allowing employees to become stakeholders, ESOPs help align interests, enhance company performance, and provide long-term financial benefits for both employers and employees.