Employee Retirement Planning

Bridge in Columbus, Ohio

What We Do

If you are looking to offer a retirement plan to your employees, we are here to help you navigate the options. We strive to deliver holistic plan design that will set your business apart while keeping administration as easy as possible.
Have you heard about the SECURE Act of 2019?"

There's never been a better time to set up an employee retirement plan for your business.

What We Offer

Plan Design

Many employees and owners have heard of 401ks.  But other options exist: Simple IRAs, SEPs, etc.  Then, there are multiple platforms and providers to choose from.  We are here to help navigate this decision and get the best fit for your unique business situation.

Employee Enrollment and Education

No matter if your employees are down the street or across the state, we have a team of financial professionals who will not only come out and meet with your people, but they will also help with enrollment, investment education and service.

Fiduciary Review

Once everything is setup, we don't just leave you on your own.  We have inhouse experts that will work with you to keep your plan current and in sync with the regulatory landscape.

Our 401(k) Team
We have a team dedicated to servicing corporate retirement plans.