A well-designed retirement plan can be an important part of building a successful business. We work with business owners to evaluate retirement plan options that support their goals, provide meaningful benefits for employees and create opportunities to save for their own future.

Courtnie has extensive experience working with local small businesses to create and implement retirement plans designed around the needs of both the business and the people behind it.

From helping business owners evaluate plan options and establish new retirement plans to reviewing and improving existing plans, Courtnie works closely with owners to understand their goals, their employees and what they want the plan to accomplish.

The result is a retirement plan designed to work for the business as a whole, from the owner to the individual employees building their own futures.

• 401(k) and employer-sponsored retirement plans
• Plan design and investment selection
• Review of existing retirement plans
• Plan education and enrollment support.
• Ongoing investment monitoring
• Coordination with third-party administrators and plan professionals
• Integrating the owner’s business and personal retirement goals

For many business owners, the company is one of their largest financial assets. We help connect the retirement plan at work with the bigger financial picture you are building personally.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations