Retirement Plans for Businesses

Is it time to update your retirement plan?

When was the last time you had your company retirement plan - 401(k), 403(b), Solo 401(k), SIMPLE IRA, SEP IRA, OregonSaves, Pension or Profit Sharing plan - reviewed and evaluated?

We can look at what you are offering your employees today and help you decide if it's appropriate or needs any updating. To start, just complete the form below, include your company name in the Message field and we'll be in touch.

Then keep scrolling to learn more about our full range of services and get additional resources for business owners.

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Our Services for Plan Sponsors

Plan Compliance Review

We offer a no-obligation audit of your existing plan and will compare it against how the actual plan is administered in case adjustments can save your plan money on fees or perhaps provide better services.

Cost-Benefit Analysis of Fees

One of the most pressing fiduciary issues for plan sponsors is the need to make sure the plan fees are reasonable. We can help plan sponsors compare fees and services and, most critically, document actions to help protect against participant claims.

Financial Wellness Program

We can help with education sessions for your employees, such as seminars, webinars and one-on-one meetings with plan participants to cover basic financial literacy topics.

Educational Resources

We can provide you with materials that you can distribute to your employees that can help explain basic financial and retirement planning topics.

Regulatory Updates

We can provide you with the updates to the regulatory environment, including recent court rulings on expense ratios, fiduciary duties and other important standards.

Identify Plan Fiduciaries & Help Document Actions

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 a fiduciary and document their work on behalf of participants.

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.

Add Ons for Business Owners

We can also help business owners with:

Key Person Insurance
Buy / Sell Agreements
Business Succession Planning

Learn more

Schedule Your Free Consultation Today

If you have any questions 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.

Schedule Here

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

Have you heard?

Check out these episodes of The Life by Design podcast discussing retirement plans specifically for business owners.

Episode 32: How To Build an Efficient Retirement Plan

Episode 33: Your Next Steps to Building A Retirement Plan for Your Business

LISTEN HERE

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