Compare and contrast your plan to optimize its potential. The following are common concerns that we can help address when it comes to designing your plan.
We can help you solve most any problem your plan may encounter. The following are common issues that we can help you solve.
If your plan has issues, let us help you get them resolved.
Let us create a plan comparison specifically based on your company's goals. Once you submit your request we will contact you to gather the information needed to prepare your confidential plan comparison. The plan comparison will enable you to confidently choose a plan that is best suited to your needs.
A plan comparison would benefit the following people:
In today’s dynamic economy, the acquisition and retention of talent can be one of the biggest issues facing small business. A properly structured Qualified Retirement Plan can be an effective tool for attracting and retaining talented employees. Whether it is a Defined-Benefit Plan, Defined-Contribution Plan, or a combination of both, these plans provide financial incentives for employees.
Let us design a plan where we take responsibility for investment decisions, your plan’s investment policy statement, the monitoring of investment performance and fees, and avoiding conflicts of interest with the plan. Let us insulate you from the potential pitfalls that can put you at risk.
There are several types of plans from which your business can choose from when offering a Qualified Retirement Plan to your employees. Yaegers Financial Services can assist you in reviewing all of your options and selecting the best plan for you and your business.
We do this by getting to know you and your company’s demographics, when you want your employees to become eligible for the plan, distribution options including whether or not to add loans or hardship withdrawals, and options for employer contributions – minimums and maximums, matching contributions or profit sharing, vested over time or not. The bottom line is, we focus on you. What do you want out of the plan for yourself, your family, your key employees, and your staff.
The following are some of the Qualified Plans available. It’s a long list, but don’t worry we’ll help you narrow it down:
Providing your employees with an opportunity to save for their future is an under-rated responsibility of a business owner. By offering a retirement plan to your employees, you are bringing to them the opportunity for financial success. Strong candidates for key roles in your company expect the opportunity to participate in a retirement plan. You want your employees to be able to retire comfortably so you can allow the next generation to move into responsible roles. As a business owner, your retirement account is important too. It provides you with some diversification and ERISA protection of your investments outside of your business. In funding your retirement account, you are able to pull money out of your business on a tax-favored basis while you are in control of the company. Building successful outcomes for both you and your employees with a retirement plan is another example of a win-win.
We’ll answer the phone and help answer you and your employee’s questions saving you the time of learning and explaining your plan to your employees. These are some of the retirement plan services you’ll enjoy:
Click Here To View Our 2020 Plan Comparison Chart