Retirement Services

Outsourced Employee Retirement Support

A retirement plan is a must-have benefit. Research shows 58% of employees struggle to focus because of financial stress, so if you’re not lending support, you could literally lose money to reduced productivity.

We can help. With years of Payroll experience and close collaborations with retirement experts, we take the heavy lifting out of this critical employee benefit.

Retirement Planning Support

We provide a wide variety of retirement plans designed to meet the unique needs of your organization and employees. Those plans include—and extend beyond:

Build A Better Retirement Package

Our retirement planning support lends guidance in three key areas:

Case Study

Seamless Plan Transition Provides Greater Benefits and Flexibility

The Problem:

A small transportation company provided a SIMPLE IRA for its employees. As the employer maxed out its contributions during excellent company growth, leadership realized they needed a better plan for their employees.

The Solution:

We worked with their broker of record to transition the plan from a SIMPLE IRA to a 401(k) plan that offers traditional IRAs and Roth IRAs while also allowing the owners to contribute more than they could with a SIMPLE IRA.

In addition, we assisted in the transition by speaking with company employees to ensure all parties understood what would change and how it would benefit them.

Payoff:

The company now has a more robust and flexible retirement plan. Plus, they can continue to rely on our expertise to ensure they benefit as much as possible.

Transform Your Payroll Today