Retirement Plans for Business Owners

retirement plan solutions for business owners

Helping Your Employees Pursue Financial Security

As a business owner, you may be looking for ways to attract and retain talented people by offering employer-sponsored benefit programs.  You may also be looking for ways to reduce your tax liabilities. 

At Waterworth Wealth Advisors, we work with you to devise a retirement plan that is tailored to your company’s objectives, that promotes financial wellness, and encourages employees to save for their retirement future.

Our wide-ranging selection of retirement plan solutions includes:

  • 401(k) Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Cash Balance Plans
  • Simple IRAs

Our all-inclusive employer retirement plan consulting services include:

  • Analyzing your existing employer-sponsored retirement plan
  • Understanding your tax situation and developing a plan to optimize tax incentives
  • On-going monitoring and reporting of the plan performance
  • Recommending fund additions or deletions to the plan
  • Conducting employee education events
  • Fiduciary oversight and responsibility training for the plan sponsor(s)
Retirement plan consulting for business owners
employer sponsored retirement planning

Common Employer Plan Sponsor Questions

  • Are you meeting your plan’s fiduciary responsibilities by monitoring investments and plan expenses?
  • Are your employees engaged and participating in your employer-sponsored retirement plan?
  • How confident would you be if your plan was audited?