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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.

Employer Sponsored Plans

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:

Request A Fee Quote

Employer Sponsored Retirement Plan - Request a Free Quote
First
  • GFG has a $50,000 Minimum Investment Requirement
  • We will send you an email with the fee quote within 24 hours
  • We will not badger you with sales calls

Contact Us . . . .

All of our services start with a complimentary consult. No high pressure sales tactics. We are financial planners, not salesmen. Schedule Yours Today.

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Investment advisory services offered through Greenbush Financial Group, LLC. Greenbush Financial Group, LLC is a Registered Investment Advisor. Securities offered through American Portfolio Financial Services, Inc (APFS). Member FINRA/SIPC. Greenbush Financial Group, LLC is not affiliated with APFS. APFS is not affiliated with any other named business entity. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.