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
Non-Qualified
Select a plan for targeted benefits to specific employees, offering added flexibility for you and your employees.
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Compare Our Group Retirement Plans
Choose from one of the IRS pre-approved matching and vesting schedules.
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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