Our Business Retirement Plan Strategies
The most important part of our strategy is ensuring that your benefits are compliant with ERISA, the overarching regulatory body for employee benefits. The Employee Retirement Income Security Act of 1974 (ERISA) is a federal law that sets minimum standards for most voluntarily established retirement and health plans in private industry to provide protection for individuals in these plans.
ERISA requires plans to provide participants with plan information including important information about plan features and funding; provides fiduciary responsibilities for those who manage and control plan assets; requires plans to establish a grievance and appeals process for participants to get benefits from their plans, and gives participants the right to sue for benefits and breaches of fiduciary duty.
Needless to say, this isn’t the place where businesses can afford to misstep. In addition to satisfying compliance regulations, we help you create a plan that’s most advantageous for your business, covering everything from tax savings to employee retention.
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