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Employer-Sponsored Retirement Plans

We'll help you find the plan that works best for your hardworking team.

Employer-Sponsored Retirement Plans

We'll help you find the plan that works best for your hardworking team.

Plan for Success

Employer-sponsored retirement plans offer employees a convenient, tax-advantaged method to save for retirement. These plans are crucial for attracting and retaining talent, while also providing employers with tax benefits and other financial incentives.

Managing company-sponsored retirement plans comes with significant responsibility and liability under the Employee Retirement Income Security Act (ERISA), which governs the administration of qualified retirement plans.

Our team specializes in assisting companies with the development, implementation, and monitoring of employer-sponsored retirement plans.

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Plan for Success

Our Services

  • Reviewing and overseeing all plan investments, including the selection and monitoring of designated investment options
  • Providing customized participant communication solutions, such as group and individual educational workshops
  • Analyzing all plan fees and expenses to support due diligence in administering and managing the retirement plan
  • Conducting periodic reviews of service providers and platforms to capitalize on marketplace changes and opportunities
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Our Services

Which Plan Is Right for You?

We will help you determine which plan makes the most sense for you and your organization:

  • 401(k)
  • 403(b)
  • Roth 401(k)
  • Non-Qualified Deferred Compensation
  • SIMPLE (Savings Incentive Match Plan for Employees) IRA

Ask us how you can reduce your corporate and personal liabilities through safe harbor provisions and through the use of a corporate trustee for your plan.

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Which Plan Is Right for You?

Contact a Wealth Advisor Today

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We will do our best to accommodate your preferred date and time. Meetings are not confirmed until you receive confirmation from our office.

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Securities and Investment Products offered through the Minster Bank Private Wealth Management Group: Not FDIC insured. May lose value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency.

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