Business Owners: Optimize Your Employee Retirement Plans
A properly designed retirement plan is an integral part of financial planning for business owners. Because SBS Financial was built from the ground up to serve business owners, we have a dedicated retirement plans team knowledgeable in all facets of retirement plan design, implementation, and maintenance. We can help you determine which Qualified Retirement Plan is a good fit for your business, whether that be a SIMPLE IRA, 401(k), Profit Sharing, or Cash Balance Defined Benefit Plan.
Do you already have a plan? Ask yourself these questions and call us if you answer “no” to any of them. There is no cost for consultation.
Is my plan still in line with my Investment Policy Statement?
Do I have an Investment Policy Statement?
Have I benchmarked the plan within the past three years?
Are my total plan fees competitive?
Are my employees getting the education they deserve?
Are my employees participating?