Unlike sports, employees donʼt come your way in a draft; theyʼre all free agents. To recruit and retain the best people, you have to provide a benefits package that keeps them happy. Itʼs that simple — and that complicated. Because itʼs easy to overspend or underspend. Our coaches help you strike the right balance, to keep everyone in the game.

CEOs, Presidents and Business Owners always think, “when the employees leave at the end of the day, do they have a reason to come back tomorrow?” 

While setting up retirement plans has been a big part of the benefits for large companies, it is catching fire throughout every business. In certain states, businesses with more than 5 employees are required to offer a retirement savings plan. 

Which plan is best? A Simple IRA? SEP-IRA? 401k? Profit Sharing? Money Purchase? 

Coaching our clients through the different options for today and what’s best for the future is essential. There are different rules, caps and administration processes to choose from. Which plan is best for the employees and the business owner needs to be evaluated every year. 

Having the wrong retirement plan or no plan could cost you a great employee. Having the right plan can benefit all and help the business grow. Let’s talk strategy and see what makes sense!