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Business Retirement Plans and Executive Comp

Have you ever asked yourself any of these questions?

  • What is the most effective type of employer sponsored retirement plan to offer given the demographics of my business and emplyees, and how much should I, as an owner, contribute?  
  • What are my current employer plan (401K, 403b) fees and are they in line with industry average?
  • Is my current employer plan broker/advisor a contracted fiduciary of our plan?
  • Is your current employer plan compliant with the new DOL rules?
  • Does my current employer plan (401k/403b) investment lineup pass due diligence testing as well as provide all the options required by law?
  • What are the options available to pay certain employees additional executive compensation?
  • How do I, as a business owner, maximize retirement and tax savings?

These are just some of the Business Retirement and Executive Compensation planning questions we work with our clients to answer.  We understand the challenges business owners have with running a business as well as providing a quality benefits package for employees.  We work with you to explore the various options available and put a plan in place to help achieve your goals.

Types of plans we utilize:

  • 401k
  • 403B
  • 457
  • SIMPLE IRA
  • SEP IRA
  • Solo 401k
  • Non-Qualified
  • Defined Benefit Pension

Reach out to us to schedule a confidential consultation by calling (301) 518-7330 or click here


Learn More about our Corporate Retirement Plans or Executive Benefits Resources