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Small Business Retirement Solutions

For many, a sound retirement strategy starts with an employer-sponsored plan.  As fiduciaries, we work with businesses to identify the best plan for their company and its employees. 

At Sawston Wealth Management, we not only assist in creating start-up plans (including SEP and SIMPLE IRAs, 403(b) and 401(k) plans), but can also take over the advisory role in an existing plan.

A retirement plan can be a great strategy to help attract and retain the best employees in your field, and they are often simpler to start than business owners realize. 

As the plan's advisor we provide: 

  • Trustee education 
  • Employee seminars and education 
  • Financial planning and advice
  • Investment selection and extensive monitoring using fiduciary software
  • Quarterly reports
  • A disciplined process for managing retirement plans