Retirement Planning

Employer and Employee Retirement Plans

Establishing a meaningful retirement plan that meets your expectations as an employer as well as the needs of your employees is a challenging feat for many business owners. Design, non-discrimination rules, participation requirements, and investment options are just a few of the many obstacles that can complicate your journey towards securing a strong and successful retirement plan. However, it doesn’t have to be your burden any more.

Profectus Financial brings decades of experience to the table when creating effective solutions. We start the process by designing a plan aligned with your goals, allowing you to maximize contributions to your account. Upon receiving an approval we install the plan and proceed with implementation of well-constructed asset allocation portfolios that consist of diversified quality investments and an objective to maximize returns while minimizing risks. Lastly, we help you navigate through a tightly regulated maze of rules and compliances with an understanding of the importance of fiduciary responsibilities.

  • PLAN DESIGNS
    • Defined Benefits / Cash Balance / Pensions
    • Aggregated Benefits
    • 401k, Profit Sharing
    • SEP IRAs
  • ADMINISTRATION AND COMPLIANCE
  • RECORD KEEPING
  • INVESTMENT MANAGEMENT
  • FIDUCIARY SERVICES
    EMPLOYEE EDUCATION
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