Employer Sponsored Retirement Plans
Our clients range in size from sole proprietors with SEP IRA’s all the way up to 401(k) clients that have hundreds of employees all over the United States. We absolutely love the employer sponsored retirement plan space because there are very few investment firms that can rival our knowledge of plan design, tax strategy, compliance, investments, and our participant level investment advice solution.
While we continue to service our Capital Region clients from our company headquarters in Albany, NY, our virtual platform allows us to consult, implement, and provide on‐going services to retirement plans for companies of all sizes all over the U.S. without losing the personal touch of a face‐to‐face meeting.
For more information on our employer retirement plan solutions, please select the type of retirement plan below that you are interested in. If you are not sure which retirement plan is the right fit for your company, please read our article “Comparing Different Types of Employer Sponsored Retirement Plans”.
Click on a plan below to learn more about each type of Employer Sponsored Retirement Plan: