Employers

Your retirement plan’s compliance is our number one concern.

Why offer a Retirement Plan?

Retirement plans are a recruiting tool.

Candidates choosing between two companies are more likely to choose the company with a retirement plan.

Retirement plans help reduce employee turnover.

Offering a retirement plan shows that employers care about their employees and helps them stay more competitive in the marketplace. Employee retention means spending less money on recruiting.

Retirement plans help save on small business taxes.

Small businesses may be eligible for a special $5,000 tax credit the first three years of the plan. Tax deductions for employer contributions are also an incentive.

Retirement plans are simple to set-up and maintain, with the help of a Third Party Administrator like us.

Plan administration requires minimal time and very little paperwork. Employees have access 24/7 to their online accounts and a retirement specialist is just a phone call away.

401(k) plans contribute to the economy.

When employees are equipped with the tools to retire comfortably, they contribute to building a healthy economy and a society of people with more disposable income.

Services We Provide

Let us help you!

Already have a plan and need an ERISA Fidelity Bond?

The Employee Retirement Income Security Act passed by Congress in 1974 (ERISA), requires that most qualified retirement plans maintain an ERISA Fidelity Bond to protect the assets in the plan from fraud or dishonesty by the plan fiduciaries (such as the Trustee and Administrator) as well as other persons who handle plan assets or funds. The plan must be bonded for at least 10% of the value of the plan assets.

Please note:

An ERISA Fidelity Bond is different from an employee dishonesty insurance policy or rider your company may have, as well as fiduciary liability insurance.

We have partnered with Colonial Surety Company who is guaranteeing the best pricing to our clients.