Employer Plans

Meet your business objectives and enhance the future of your firm with effective retirement and pension plans that will give you a competitive edge to attract and retain top talent.

Grow your business while taking care of your most valuable asset: your employees. Our team will assist you with the design, funding, and implementation of retirement and pension plans.

For defined benefit and defined contribution plans, our services include:

Plan design consulting
Employee financial and retirement education
Fiduciary education
Design and implement defined contribution 401(k) and 403(b) plans

Supplemental long-term disability plans
Executive long-term care plans
Executive and key person life insurance
457(b) Top Hat Plans

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

See OsaicWealth’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic Wealth offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic Wealth’s Forms ADV, Part 2A, which describe Osaic Wealth’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic Wealth’s broker-dealer services, and other client disclosure documents can be found here.

*Associated persons of Osaic Wealth who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

OsaicWealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.CRN-6917018-081624

Rod Acord, CA Insurance License #0B67575, Martin Fong, CA Insurance License #0B861139, Nancy Pyzel, CA Insurance License #0E71106, Collin Finegan, CA Insurance License #0N10919, Michael Fragoso, CA Insurance License #4202559, Jordan Murray, CA Insurance License #0H08740, Taressa Soto, CA Insurance License #4095723, Gibran Le, CA Insurance License #0M40189, Debbie Charpentier, CA Insurance License #0763281, Louis Romero III, CA Insurance License #0G57230, Sarah Heegaard Rush, CA Insurance License #0F01023

This communication is strictly intended for individuals residing in the states of CA, AZ, AK, CO, DC, FL, GA, HI, ID, IN, KY, LA, MA, MD, MI, MN, MO, NB, NV, NM, NC,NJ, NY, OH, OK, OR, PA, TX, UT, VA, WA,WI, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.