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Retirement Plans for Local Businesses

Retirement Plans for Small Businesses


Retirement Plans for Small Businesses

Are you a small business owner that offers a retirement plan for your employees?

Imagine being able to let go of the hassle and liability associated with running your employee retirement plans. This will allow you to focus on your business.

Business owners can get ERISA retirement plans services using the same investment strategy that we use for our individual clients.

Rely on the experts

We can assist you in managing your ERISA plan as a 3(38), investment manager. We will take over the fiduciary responsibility and manage your plan’s investments.

Who do we serve

Our typical clients are businesses with between five and 400 employees.

Types Of Businesses:

  • Medical practices
  • Law firms
  • Construction companies
  • Contracting firms for government
  • Companies that manufacture


  • 401(k)
  • 403(b)
  • Profit-Sharing
  • Defined Benefit
  • Money Purchase
  • Cash Balance Pension Plans
Call us. We can answer for all your questions.