Business Retirement Plans

Unlock the Benefits of the Retirement Plan for Your Business

Whether you are starting a business or looking for ways to improve the retirement plan you already have in place, as a business owner, you’re always looking for ways to attract and retain top talent, increase employee satisfaction, reduce risks, lower costs, improve efficiency, and support growth.  

As an independent advisory firm, Rizzi Wealth Management can provide you with professional, independent advice and guidance in helping you manage a 401(k), Profit Sharing, SIMPLE, SEP, or 403(b) plan tailored to your business’ unique needs.

 

Rizzi Wealth Management as your Retirement Plan partner:

  • Professional Guidance – Specialized knowledge in 401(k) plans to help maximize benefits for both employers and employees.
  • Financial Fiduciary Responsibility – Acts in the best interest of plan participants to ensure compliance and transparency.
  • Customized Plan Design – Tailors retirement plans to fit the specific needs of your business and employees.
  • Investment Management – Provides professional oversight of investment options to enhance portfolio performance.
  • Cost Efficiency – Helps identify and reduce unnecessary fees, improving overall plan value.
  • Regulatory Compliance – Helps make sure your 401(k) plan is meeting its fiduciary responsibilities.
  • Employee Education & Support – Offers financial wellness programs and one-on-one guidance to help both the employer and employees make informed retirement decisions.
  • Ongoing Plan Monitoring – Regular reviews and adjustments to keep the plan aligned with company goals and market conditions.
  • Seamless Plan Transitions – Assists with switching providers or upgrading plan features with minimal disruption.
  • Dedicated Client Service – Personalized support to address employer and employee needs efficiently.
  • Attract and Retain Talent: Offering a 401(k) plan shows your employees that you’re invested in their future, helping you stand out in a competitive job market and improve employee retention.
  • Employee Satisfaction: A retirement plan is a key part of a comprehensive benefits package, giving your team the financial security they need for retirement and boosting morale.
  • Tax Advantages: As an employer, you can take advantage of tax deductions for contributions you make to your employees’ 401(k) accounts. Additionally, you may qualify for tax credits for starting a new plan, reducing your upfront costs.
  • Boost Your Own Retirement Savings: As the business owner, you can also contribute to your own 401(k) account, helping you plan for your future while enjoying the same tax benefits.

Contact Rizzi Wealth Management to discover how we can help you provide the best possible Retirement Plan solution for your business.  Complimentary existing plan reviews are available upon request.