A strong retirement plan helps you attract and keep good people. We set up and manage 401(k) programs that give your employees a real path to retirement without burying your HR team in paperwork.
We handle plan design, provider selection, fee benchmarking, and ongoing compliance, so you always know your plan is being run the right way for your team and your business.
Already have a 401(k)? We will review your current plan, check your fees against the market, and tell you plainly whether you are getting a good deal.
Small employers starting a new plan may be eligible for federal tax credits. Ask your tax adviser whether your business qualifies.
Who this is for
Business owners who want to offer a retirement plan, and employers who have one and have not looked at it in a while.
What we look at
Fees: what the plan charges for administration and what the investment options cost
Plan design: employer match, vesting and automatic enrollment
How many eligible employees actually participate
Whether your provider and plan features still fit your team as it grows
Questions worth asking at your next review
- What are we paying in total fees, and who receives them?
- When did we last compare providers?
- Is our match and enrollment design helping employees participate?
Not sure of the answers? That is what the conversation is for. Les will walk through your current coverage with you.
