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Retirement Plans
For employers and employees alike, retirement planning is both confusing ... and critically important. Gone are the days of simple, comprehensive pension plans. Nor will social security provide us with the type of comfortable retirement we'd like to be able to look forward to.
Ensuring a comfortable retirement and protecting the future financial interests of our families and loved ones requires careful planning, and a significant level of involvement. Employer-sponsored retirement benefits — as well as voluntary benefits provided as a supplement - offer employees the opportunity to plan for and ensure a secure future.
As employers, we're able to make this happen through qualified plans, with tax benefits. We can help our employees cultivate the financial stability that will make for better long-term employment, and we can attract and retain top-notch employees through high-quality retirement plans.
Doing this successfully and cost-effectively can be challenging, especially in today's tough competitive environment. The complexity of qualified plans and the laws and tax requirements governing them requires expert counsel. Successful financial and retirement planning programs also require employee communication and training, particularly through enrollment periods.
This is where The Benefit Companies' experience — over 25 years in retirement plans — can work for you. From concept through implementation, recordkeeping through ongoing support, we can make retirement planning work for you. The options we make available include:
The approach we take with clients starts by understanding their unique needs. This includes reviewing the retirement benefits they've provided in the past - which often create special administration and recordkeeping challenges, mandated by law and tax codes. Recognizing the unique needs of each client then carries over as we approach employee education. No two employees have the same financial needs, family circumstances or financial goals. We can help employees tailor retirement plans to their needs. This is essential, if employees are to benefit from these plans. It's also necessary to maintain qualified plan status.
In the retirement plan options we make available, The Benefit Companies provide a variety of options and services. From daily valuation recordkeeping of 401(k) plans to fiduciary liability protection, nationally recognized mutual fund investment options to personalized financial planning tools, we offer a full suite of solutions. Our 401(k) retirement plans can be fully integrated with our payroll processing services, and HR systems that tie into these systems. The goal is solutions that meet your needs.
Call us at (262) 207-1999 to learn more about retirement planning, and how we can help!
Registered participants in BeneTrak qualified plans can click here to check and manage their accounts at our MoneTrak website. ID and password are required for access.
