Retirement Plans

By implementing a qualified retirement plan, you are taking an important step in assisting your employees in planning for their future financial security.  Starting a small business retirment savings plan can be easier and less expensive than you might think.  What's more, there are a number of retirement programs that provide tax advantages to both employers and employees.

Here at Wisconsin Benefit Planning, we have a team of experts ready to help you design a plan to fit you and your employees needs.  Whether you already have a plan or you are looking to start a new plan, we can help find the right combination of features to fit your needs.

In reviewing retirement programs, objectives and performance, we evaluate:

    • Compliance issues that impact the tax-qualified status of your plan
    • Plan design, focusing on options that may favor highly compensated and/or longer-term employees
    • The quality and variety of investment choices available to employees and the due diligence and documentation process of their selection and ongoing reiew
    • The true "net cost" of the plan by taking into consideration both billed (administrative) and unbilled (investment) expenses
    • The appropriateness of bundled vs. unbundled administrative approaches
    • The quality and consistency of reporting and administrative support
    • The quality and effectiveness of employee communication procedures and materials

Wisconsin Benefit Planning can help you set up the following Employer-Sponsored Retirement Plans:

    • 401(k)'s
    • Profit Sharing Plans
    • Simplified Employee Pensions (SEP)
    • IRA's - Regular, Simple & Roth
    • Defined Contribution Plans