Salt Lake City Office
2150 East 1300 South,
What type of retirement plan makes the most sense for your business? How to save for yours and your employees retirement. How to attract and retain the best employees in a tax efficient manner for your business.
Is it as simple as a type of IRA? SIMPLE, SEP, ROTH, Traditional? Or maybe one of the IRS Code 4 ERISA plans? 401k, 403b, 457?
Other options that may be right:
When do you need to evaluate your corporate retirement plans?
The world of corporate retirement options can be confusing and sometimes difficult to navigate. I can guide you through the process of checking if your plan is following today’s standards and if it is competitive.
You will want a plan evaluation when:
click HERE for DOL Brochure
click HERE for ERISA Plans
Click below to view an example of our 401k Investment Policy Statement.