Company Retirement Plans
Many business owners view company-sponsored retirement plans as an important benefit to attract and retain talent while simultaneously providing tax advantages to their business. At Summit Business Management, we guide business owners and their employees to and through retirement with passion, experience, and prudent investment management. Our goal is to help you maximize benefits and minimize tax implications.
With in-depth experience in qualified and nonqualified plans, Summit Business Management can design, implement, and monitor this important benefit for your employees and executives in a practical and cost-effective manner.
Our support is coordinated and comprehensive:
- Fiduciary services: We provide investment advisory and investment management fiduciary services to our retirement plan clients.
- Retirement plan and vendor evaluations: By conducting a thorough examination of your needs, we provide a customized plan with flexible and prudent investment options that’s designed specifically for your company’s unique objectives.
- Implementation: We focus on timely and smooth implementation or conversion of your retirement plan accompanied by an effective employee communications program.
- Service and support: We offer ongoing education, investment performance reviews, and consulting services.
- Compliance: We conduct annual compliance reviews that conform to ERISA, IRS, and DOL guidelines.
Business Consulting And Planning
Our wealth management clients who are business owners enjoy the added benefit of strategic guidance to achieve their business goals. Because we understand your personal wealth picture as well as the dynamics of your business, we’re uniquely able to help you with these important areas:
- Strategic planning
- Financial management
- Business succession
- Business sale