Owning and operating a business offers many rewards. . . and brings many challenges to be faced. We understand your concerns, obligations and challenges—everything from human resources to taxes and real estate issues—because we’re business owners ourselves. Why not tap an experienced partner to shoulder these critical tasks. The financial and business services we offer can simplify your life, improve progress toward your goals, and provide benefits to your employees.
Employer-Sponsored Retirement Plans
Whatever the size of your organization we can help you establish the right retirement plan. We have decades of experience in servicing all types of retirement plans for organizations large or small, and service more than 100 employer-sponsored plans.
- Qualified and Non-qualified Plans
- Effective Plan Design
- Cost comparison and analysis
- Consistent with your company’s philosophy
- Maximization of tax benefits
- Benchmarking Analysis to Balance Fees, Services, and Investments
- Investment Advice
- Fiduciary Compliance and Oversight
- Education to Support and Strengthen Employee Participation
- Specialized Resources, Technology, Tools, and Strategies ensure smooth plan operation and accurate record-keeping
Attract and Retain Key Employees
Hiring and training employees is a big investment—and one that is lost when employees choose to leave. Retain key employees and attract talent with programs and strategies tailored to the needs of your business.
- Qualified and Non-qualified Benefits Plans
- Executive Compensation and Benefits
- 162 Bonus Plan
- Restricted Endorsement Bonus Arrangement (REBA)
- Supplemental Executive Retirement Plans (SERP)
- Key Person Coverage
- Salary Deferral Plans
- Group Insurance Plans: Life, Disability, Health and Dental, Long-term Care
Plan for the Future of Your Business
What does the future hold for your organization when you’re no longer in the picture? Establishing a clear plan that incorporates appropriate mechanisms can protect your company’s future, relieve the stress of not knowing what will happen, and allow you to smoothly transition out of your business.
- Succession and Exit Planning
- Transition Strategies
- Tax Strategies
- Buy/Sell Agreements and Insurance
- Key Person Insurance
