Employer Retirement Plan Services

Need A Company Retirement Plan?

Sponsoring a 401(k) or other type of retirement plan can offer many benefits to business owners including:

- Personal Tax Savings for Owners

- Small Business Tax Credits

- Help with Attracting and Retaining Top Talent

- Boosting employee satisfaction and financial well-being

Plan Consulting and Management from Whitford Financial Planning

As an employer, your team members count on you for stability. You need a trusted financial partner who can make sure the retirement plan you provide runs smoothly and compliments your overall employee benefits package.

Retirement Plan Design

We help you choose the features that match your objectives, such as contribution amounts, employee participation, matching and more.

Fiduciary Compliance

We assume a fiduciary role as a plan consultant or investment manager, so you can focus on growing your business.

Investment Selection

We can select and monitor the investment options for your plan, choose default elections for employees, or help you choose an investment provider.

Employee Education

Beginning with the initial enrollment, we stand beside you and your employees to help make smart financial decisions for retirement.

Retirement Account Options for Small Businesses

Selecting a retirement account for your small business is a key decision that impacts both you and your employees. We can guide you through the pros and cons of the different choices.

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Your business. Our expertise.

As a fiduciary, our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and financial strategies can help make your retirement and investment goals a reality.

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