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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

Comprehensive Retirement Plan Design

We delve into understanding your unique business objectives to design a retirement plan that fits you perfectly. Be it a 401(k), 403(b), pension, or profit-sharing plan, we ensure it is tailored to meet your company's and employees' needs.

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.

Fiduciary Governance

We focus on determining whether the retirement program is implementing the right internal practices to minimize both corporate and personal liability for plan fiduciaries.

Investment Process

We focus on implementation of best practices to select and monitor investments for legal compliance and to improve participant utilization.

Fee Structure

We determine whether the retirement program has implemented practices to avoid liabilities for fees and expenses while delivering competitive pricing for its participants. 

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.

Tools and Resources

We arm you with a range of resources and tools to help manage your corporate retirement plan. This includes online enrollment, contribution tracking, and diverse investment options.

Why Choose Us?


Our team comprises experienced advisors specializing in corporate retirement planning. We bring our expert advice and guidance to your doorstep, ensuring you're never alone in this journey.

Customized Approach

We believe in tailoring our services to align with your specific needs. Our solutions are designed keeping your business goals and workforce needs at the forefront.

Comprehensive Support

We offer holistic support, from plan design to employee education, ensuring your retirement plan is a success.

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.

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