Retirement plan guidance for institutions
Helping businesses with their company retirement plans
A well-constructed corporate retirement plan is an ideal way for businesses to attract and retain quality employees, as well as help owners plan and save for their own futures. We can help you establish, manage and run the plan suited for you and your company. We can help with a wide range of company retirement plans, including:
- 401(k) plans
- 401(k) profit sharing plans
- Safe-harbor 401(k) plans
- Owner only/one-person 401(k) plans
- Simplified employee pensions (SEPs)
- SIMPLE (Savings Incentive Match Plan for Employees) IRAs
- Age-weighted/comparability profit sharing plans
- Deferred compensation plans
- Defined benefit pensions
- Third-party administration (TPA) partnerships
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Bob is a business owner who viewed his loyal employees like family and wanted a company retirement plan to help them enjoy their lives after they retired.
What we would do: We would present Bob with our recommendations for establishing and managing a retirement plan for his company that we feel is most suitable for his scenario. We would build several investment strategies and meet with each employee to put together the allocation that aim to fit their needs, goals and risk tolerance. We would provide Bob and all of “his family” with the ongoing guidance and education they needed, and would encourage them to call us with any questions over the course of their careers.
This investment profile is hypothetical and not indicative of any specific situations or clients. It is presented only as an example and not intended as investment advice. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
