corporate retirement consulting
Advising you on your retirement benefits.
Guiding employers on retirement plan strategies for their business while educating employees on the benefits of participating in an employer sponsored plan.
Beyond the numbers, corporate retirement plans are about people’s lives.
Witnessing the positive impact a well-crafted 401(k) plan can have on an individual’s financial freedom and lifestyle options is immensely rewarding.
My approach utilizes a service-based model that is tailored for each business.
Recent Articles
What Is a Bundled 401(k) Plan?
When it comes to offering a 401(k) plan for your business, one of the key decisions you’ll face is whether…
Why Am I Receiving Excess Contributions From My 401(k)?
Did you get a notice saying some of your 401(k) money is being sent back for “excess contributions”? Getting a…
What Is a Safe Harbor 401(k)?
If you’re a business owner considering a 401(k) plan for your employees, you’ve likely come across the term Safe Harbor…