Retirement Plans for Businesses

Are you offering the best retirement plan you can?

There are so many options for retirement plans - 401(k), 403(b), Simple IRA, Solo K, Profit-Sharing, Defined Benefits Plans - the list goes on and on. But which is the right plan for you and your business?

You also know that a competitive and compelling retirement plan is one of the best tools you have for attracting top talent and retaining your valuable employees. Are you sure your plan can do both?

Don't let a poor plan or apathetic advisors stand in the way of you and your employees' success. We'd welcome the chance to evaluate your current plan and make recommendations for improvements. Just fill out the request form below, including your business name, and we'll reach out to discuss your options.

Request Your No-Obligation Retirement Plan Consultation Today

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Our Services for Plan Sponsors

Hands-on Support

You and your employees deserve the best service for your retirement planning. We are readily available to your team to get the support you need.

Plan Audit

We will evaluate your existing plan and compare it to how it's actually being administered. If we identify any gaps, we will work to make sure your plan fits your needs seamlessly.

Financial Education

e know your employees are important to you. We can offer financial education on a range of topics to make sure your employees are set up for retirement success.

Regulatory Updates

We will provide you with updates to the regulatory environment, including recent court rulings and other important standards that may affect your plan.

Identify Critical Roles

There can be a lot of confusion about who qualifies as an ERISA fiduciary and what their obligations are. We can help you identify who is acting as fiduciary, as well as document their work on behalf of participants.

Additional Tailored Support

Retirement plans aren't the only thing a business owner needs to be aware of. We are also able to help with Key Person Insurance, Buy/Sell Agreements and Business Succession Planning.

Why a Partner Helps

A study by the Retirement Advisor Council found that employers who partner with a plan advisor tend to "enjoy superior retirement outcomes for their participants, superior understanding of fiduciary issues, improved plan designs, improved plan arrays, improved overall asset allocation among plan participants, more reasonable fees, and greater confidence in plan compliance and investment options."

By working with an advisor team that understands these changes you can help your participants make the best choices for their situation.

Schedule with Our Retirement Plans Team Today

If you have any questions about your retirement plan or would like a second opinion, schedule your complimentary consultation today. Call our office at (541) 772-1116 or click below for our online calendar.

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Guide: Strategies for Increasing Employee Success

Research shows that employees have better retirement outcomes when plan sponsors provide greater support. We developed this special guide to help sponsors improve employee engagement and savings behavior.

DOWNLOAD YOUR GUIDE

How to Build an Efficient Retirement Plan

In this episode of the Life by Design Podcast, Royal Standley dives deep into the different retirement plan options and shares key feature of each.

Listen in to hear the considerations you should make when choosing a retirement plan.

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Your Next Steps to Building a Retirement Plan for Your Business

In this episode of the Life by Design Podcast, Royal Standley walks you through the roles that go into a 401(k), underlying investment options for employees, and what role a financial advisor should be playing in the process of structuring and implementing a plan.

Listen Now

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