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401(k)

Why 401(k) Plans?

401(k) plans can be a powerful tool to promote financial security in retirement. They are a valuable option for businesses considering a retirement plan, as they provide benefits to both employees and their employers.

A 401(k) plan:

  • Helps attract and keep talented employees.
  • Allows participants to decide how much to contribute to their accounts.
  • Benefits a mix of rank-and-file employees and owners/managers.
  • Helps money grow through investments in stocks, bonds, mutual funds, money market funds, savings accounts, and other investment vehicles.
  • Offers significant tax advantages (including deduction of employer contributions and deferred taxation on contributions and earnings until distribution).
  • Allows participants to take their benefits with them when they leave the company, easing administrative responsibilities.

We specialize in helping businesses:

Are you ready to work with a 401(k) specialist?

Schedule an Appointment to learn more about how your business can use a 401(k) plan to help your employees prepare financially for retirement.

Schedule an Appointment