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Thousand Oaks Office
3323 Old Conejo Rd.
Plan administration has many challenges. The rules regarding employer-sponsored retirement plans are very complex and easy to misinterpret.
If you are considering a retirement plan for your business, ask a plan professional to help you determine what works best for you and your business needs.
I design and manage company 401(k) plans that also include advanced design features. These features are cost sensitive, benchmarked for competitiveness, professionally managed, and administered.
In addition, even after you have decided on a specific type of plan, you will often have several options in terms of how the plan is designed and operated, directly impacting:
I invite you to to discuss your situation and together we can prepare a plan based on your specific needs.
Devise a plan to offer workers a good benefits package. Most employees expect certain benefits which include medical, dental and retirement. These plans help attract the best talent, can reward a company’s key contributors and also recognize those employees that keep the company humming from day to day.
It is not as expensive as you think. When increased employee retention and tax incentives are considered, the plans can save the employer money in the long run.
In competing for the best employees, many small business owners are under the misconception that while they may be able to match salary offers with their counterparts at larger firms, they cannot compete when it comes to benefit packages, especially employment retirement plans.