Group Retirement Plans

Design a group retirement plan worthy of you and your team: premium plan design and investment options.

The benefits of a 

Group Retirement Plan

Offering a group retirement plan isn’t just a perk for your team; it’s a strategic move for your small business. This is one of the most effective small business retirement plan options for drawing in talent and securing your team’s loyalty. You’re not just investing in your employees’ futures but also taking advantage of tax incentives that boost your bottom line.

But the benefits go beyond the numbers. By offering a group plan, you’re signaling that you’re committed to a long-term relationship with your employees, promoting a culture of stability and mutual investment. This isn’t just a financial decision—it’s a cornerstone for building a strong, dedicated team that’s in it for the long haul.

Group Retirement Plan Options

Most Popular 

Safe Harbor 401(k)

Select from pre-approved matching and vesting schedules to simplify compliance requirements to help maximize owner’s contributions.

Traditional 401(k)

Tailor your matching and vesting schedules to align with your budget and safeguard your cash flow.

Simple IRA

Opt for a hassle-free plan that minimizes administration, ideal for small businesses looking for simplicity and ease.

Payroll IRA

Opt for a low cost plan for easy contributions, suited for businesses just getting started with a retirement plan.

Advanced Strategy 

Cash Balance Plan

Optimize contributions with a plan that allows for higher contribution limits, ideal for high income business owners.

Advanced Strategy 


Select a plan for targeted benefits to specific employees, offering added flexibility for you and your employees.

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Choose from one of the IRS pre-approved matching and vesting schedules.

group retirement plan options, 401k plan administration

Who should consider a

Group Retirement Plan

Employers competing for top talent.

A retirement plan makes you more competitive in sectors where skilled talent is high in demand, helping you attract the best in the field.

Those attempting to retain full-time employees.

Offering this benefit boosts loyalty among your full-time staff, reducing turnover and fostering long-term commitment.

Tax Benefits for Employers.

Contributing to a group retirement plan can yield significant tax advantages, reducing your overall business tax liability while investing in your team’s future.

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