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

603-296-0063
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Corporate Retirement Plans

Invest in Your Employees' Future with Confident Retirement Plans

Corporate retirement plans give companies an opportunity to help their employees save for their future. Investing in a competitive retirement plan can help businesses attract and retain top talent, enhance employee satisfaction, and foster long-term financial security for their workforce. 

Tailored Plans for Your Business and Your Employees

We work with you to design a retirement plan that meets your budget and long-term objectives while providing what your employees need. Your retirement plan 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

Allows 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

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

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