Broker Check

Employer-Sponsored Retirement Plans

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

With so many options available, it can be hard for an employer to know which plan is right for your company. Our representatives are experienced at helping businesses of all sizes and will work closely with you to uncover your needs. We work hard to custom tailor a plan that meets all our clients' goals.

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

Plans we offer include:

  • Payroll deduct IRA
  • Simple IRA
  • Solo K
  • 401(k)
  • Hybrid 401(k) (safe harbor; New comp.; cash balance, etc.)
Plan Analysis

Plan Analysis

If you currently offer an Employer-Sponsored Retirement Plan, we can help you complete your due-diligence by offering 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.