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46 South Main Street, Suite 5, Concord, NH 03301

603-296-0063
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Corporate Benefits

Attract and Retain Top Talent with Robust Benefits

Corporate benefits encompass a wide range of offerings designed to attract, retain, and support employees. By providing comprehensive benefits packages, companies can enhance employee satisfaction and foster a more productive and loyal workforce. Investing in corporate benefits not only helps in recruiting top talent but also in maintaining a competitive edge in the marketplace.

A Personalized Package to Meet Your Business Needs

We work with you to design a corporate benefits package that meets your growth goals and employee needs. Your benefits offerings could include:

401(k) Plans

A retirement savings program that allows employees to contribute a portion of their pre-tax earnings, often with employer matching contributions, to grow their retirement funds.

Defined Benefit Plans

Promise a specified monthly benefit at retirement, which is calculated based on factors such as salary history and duration of employment, providing a predictable retirement income.

403(b) Plans

A tax-advantaged retirement savings plan available to employees of public schools and certain non-profit organizations, allowing for pre-tax contributions similar to a 401(k) plan.

Cash Balance Plans

A type of defined benefit plan where each participant has an account that grows annually through employer contributions and interest credits.

Profit Sharing Plans

Allow employers to share a portion of their profits with employees by making contributions to their retirement accounts. These can vary based on the company's profitability.

Simple-IRAs & SEP-IRAs

Allow small business owners and self-employed individuals to make tax-deferred contributions to employee retirement accounts with simpler administrative requirements compared to other retirement plans. 

You Might Need Corporate Benefits Planning Support if You’re Asking…

  1. What are the tax benefits of offering a retirement plan to employees?
  2. What types of retirement plans are available for my business?
  3. How can I ensure compliance with ERISA and other regulatory requirements? 
  4. What are the administrative costs and responsibilities associated with managing a retirement plan?
  5. How can I educate my employees about the retirement plan and its benefits?

What Does Financial Wellness Look Like for You?

Over the years, we’ve helped dozens of clients come through challenges to achieve their financial goals. Let's talk. We'll listen to your unique situation and walk you through a planning approach that will help you feel confident through your whole financial journey. 

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About Us

We take an expanded view of your financial circumstances to put you on the path to your financial goals.

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Our Team

Our highly skilled and experienced team is here to guide you confidently, and ethically, through your whole financial journey.

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Contact Us

Are you ready to simplify and organize your financial situation? Reach out today to see how we can help. 

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