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