Corporate Retirement Plans

 

A high-touch, low-maintenance solution for your small business.

Services we provide include: 401(k) • 403(b) • Cash Balance Pension Plans • Deferred Compensation Plans

Team

  • We are committed to being available to plan sponsors and participants. When you call Affiance Financial, people answer the phones, not robots.
  • When you reach out to us with questions, you will get personalized answers from someone who truly understands your plan. Our goal is to build long-term relationships.

Communication

  • We provide annual meetings, which include an in-depth review with the plan sponsor(s), group education for participants, and an opportunity for individual participant meetings.
  • Participants will receive quarterly performance statements and have access to manage account information, investment information, and planning tools on their plan’s website or mobile app.

Cost and Tax savings

  • We’ll help you identify your goals and solutions – from record keepers to investment options – with cost in mind.
  • An employee plan can be paired with a Defined Benefit Plan and/or Deferred Compensation Plan to potentially create a substantial tax-savings opportunity for business owners.

Investment Menu

  • Our goal is to design investment menus that give participants choices, allow for portfolio diversification, and positively impact participant outcomes.
  • We will perform independent research into each investment option, as well as monitor your plan’s investments quarterly to ensure that they remain in compliance with your investment policy statement.

Administration

  • We will help you identify a record keeper so there’s no need to change your current administration or payroll system.
  • If you are looking to make a change, we will work with you to choose a record keeper with investment offerings and a cost structure that suits your needs.

LEARN MORE

(952) 253-2567
retirementplans@affiancefinancial.com