Employer-Sponsored Retirement Plans

Employer-sponsored retirement plans are an important tool for attracting and retaining quality employees. In Illinois, they are a necessity for many businesses who do not want to adopt a state-run plan.

retired couple meeting with advisorWith so many options available, it can be hard for an employer to know which plan is right for their company. We are experienced at helping businesses of all sizes and will work closely with you to uncover your unique needs. Then, we will work hard to custom tailor a plan that meets all your goals.

Once your plan is in place, we will continue to work with you to assess and evaluate your progress toward your goals.

Some of the plans we offer include:        

  • Payroll deduct IRA
  • Simple IRA
  • SEP IRA
  • Solo K
  • 401(k)
  • Hybrid 401(k) (safe harbor; New comp.; cash balance, etc.)
  • Multiple-Employer Plans and Pooled Employer Plans
  • Group Health and Ancillary Benefits Plans also available

Plan analysis


If you currently offer an Employer-Sponsored Retirement Plan or Group Health Benefits, we offer a free analysis of your current employee benefits plan and provide you with objective feedback. If areas need improvement, we will recommend a course of corrective action.
 

➤ Contact us today to schedule a consultation