What’s your strategic motivation for offering a retirement plan?
Recruit and retain key employees?
Successful companies identify strategic initiatives and allocate resources that pursue those goals. Your company’s retirement plan should be no different.
Participant outcomes so they are on track for a secure retirement?
Start by defining what’s important to you and your motivation for your company’s retirement plan. Ironically, it’s as simple as ordering the three questions above.
Tax shelter for owners and C-suite executives?
At ERISA Consultants, our goal is to blueprint a retirement plan solution that adds value to your organization. We have simplified the process from start to finish.
Goals & Objectives Meeting
This is our first meeting where we listen to you, ask questions that probe outside the box in a quest to define a strategic initiative.
Blueprint Finding
Within 48 hours, we’ll draft a blueprint, outlining what we can accomplish with a strategically designed retirement plan.
Select Service Providers
It’s been our experience that indiscriminately selecting service providers leads to a commoditized plan. For a strategic retirement plan Read More
Launch Day
After you feel you’re 100% satisfied, we’ll plan for Launch Day, engaging with your employees to set them on the right path for a secure retirement.
We don’t stop there. Continued success means we must measure the implemented strategy for effectiveness. Our in-depth Annual Review reconsiders what’s important to you, and pivots strategy when needed.