Salt Lake City Office
2150 E 1300 S
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.