Corporate Retirement Plans
As a business owner, we understand that your plate is already full with the myriad of tasks that come with running a successful enterprise. Amidst managing your employees, steering business growth, and juggling daily operations, focusing on your retirement plan can be challenging. That's where StatonWalsh steps in. We are a team of seasoned advisors, specializing in corporate retirement planning. Offering a plethora of options such as 401(k) plans, 403(b) plans, pension plans, and profit-sharing plans, we strive to find the perfect fit for your company and your workforce. We invest time to grasp your business goals and needs, collaborating with you to craft a customized retirement plan that aligns with your company's specific requirements.
Our Services
Retirement Plan Committee Formation
We believe in giving voice to various levels of your organization. To this end, we assist in the creation of a retirement plan committee, fostering a democratic environment where decisions about the retirement plan are made collectively, thereby ensuring broader consensus and higher satisfaction.
Plan Benchmarking & Provider Management
To ensure your plan is competitive and cost-effective, we conduct periodic benchmarking. By comparing your plan to others in the market, we identify opportunities to negotiate better costs, avoid conflicts of interest and update the plan to better serve your employees.
Employee Education and Engagement
We maintain ongoing communication with your employees, helping them understand their retirement options and make informed decisions. This includes providing financial wellness classes and a financial wellness app that educates your workforce on how to save and invest for their future.
Why Choose Us?
Contact Us
Choosing the right retirement plan partner is a pivotal decision for any business. At StatonWalsh, we are committed to offering expert advice, continuous support, and a range of resources and tools to help you build a successful retirement plan. We look forward to partnering with you and your business in your corporate retirement planning journey. Your journey to a secure and prosperous future for your business and employees starts here.