Reduce taxes, retain talent and help your employees (and yourself) save for the future. Have Streamline help you find the right retirement plan for your company.
As the retirement and investment landscapes change, it is important to make sure you have the right type of plan for your business, your employees and yourself. As a service of Streamline Payroll, we offer a consultation with a retirement planning expert to evaluate your current plan or, if you currently do
not have a plan in place, to go over all the pros and cons of the options that are available to you. Some initial services we provide, at no cost to you, include:
Plan Review: A thorough review and evaluation of your current retirement plan to determine if it remains the most effective alternative for you and your employees
Investment Selection: A comprehensive investment analysis to identify and potential gaps existing in your plan’s investment lineup
Plan Costs: A complete fee analysis
Administrative Summary: A summary of record keeping and reporting provided by plan providers
Participant Education: An overview of the workplace financial planning tools available to employees who participate in your plan.
CHOOSING THE RIGHT RETIREMENT PLAN FOR YOUR BUSINESS
Our offerings include, but are not limited to:
Roth 401k Plans
SIMPLE IRA Retirement Plans
New Comparability Plan
Executive Deferred Compensation Plans
Contact us at (267) 557-3600 to set up a free consultation and find the right plan for you.