Retirement Plans For Businesses

Many businesses offer a company-sponsored retirement plan as a way to strengthen their employees’ financial well-being and to attract and retain a quality workforce. Our firm implements and services all types of retirement plans for businesses including:

  • 401(k) profit-sharing plans
  • Group IRAs
  • Pension Plans

There are a number of investment and retirement plan vendors we team up with to sponsor the plan such as ADP, MFS, Voya Financial, Penn Mutual, Fidelity Investments, Pershing and others. The plan sponsor creates the anatomy of the plan (investment selections, online retirement tools, etc.), acts as custodian of participant accounts, and provides general plan administration services. Our firm provides ongoing financial planning services for the plan administrator and participants. 

Once a plan is established, we hold periodic educational workshops that focus on educating employees on the ins and outs of retirement planning and providing them the opportunity to review their personal accounts with a professional.

Call us at (973) 971-0002 or send us a message to tell us about your goals and learn more about our services.