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Corporate Retirement Planning

Creating an employee benefit program that is cost-effective for your business yet meets the needs of your workers is a challenge facing all business owners. Sound corporate retirement planning involves designing plans that benefit your employees while considering plan administration, tax implications, and plan compliance. Secure Planning Group LLC can help you plan your company’s entire corporate retirement strategy or manage one particular aspect of your plans, such as testing or administration.

Corporate Retirement Planning Services

Creating a comprehensive employee benefit program requires research, planning, testing, phased implementation, and consistent monitoring & employee education. Depending on the size of your business, your program may include some or all of the following employee benefits:

  • Retirement plans for the For Profit and Non Profit Industry (Defined Contribution, Cash Balance, and/or Defined Benefit Plans acting as a 3(21) or 3(38) fiduciary advisor)
  • Executive Benefit Plans such as NQDC Plans, Incentive Bonus Plan, 457 b & f Plans, ESOP offerings
  • Corporate Funded Financial Planning Services*

Other Employer Benefits Services provided:

  • Group medical insurance
  • Group life insurance or Key Man coverages
  • Group disability insurance or Key Man coverages
  • Succession & Business Transition planning services

*Fee based

Work With a Corporate Retirement Planning Professional

Are you a business owner who wants to provide a thorough benefits program to employees without going over budget? Contact Secure Planning Group LLC today to schedule an appointment. Our financial advisors can help with all aspects of corporate retirement planning, including business insurance options, executive compensation, and deferred compensation plans.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.