Employer Sponsored Plans

If your business has grown to include employees, there’s a good chance that providing an employer sponsored plan is something you have already implemented, or are planning to do in the near future. The benefits to employers with the right plan in place can allow for company growth and asset protection, as well as provide for your employees’ futures.

Learn More:

What Are the Benefits of an Employer Sponsored Plan?

How Do You Develop a Plan?

Why is Employee Education Important?

What Types of Plans Do You Provide?


What Are the Benefits of an Employer Sponsored Plan?

We believe a successful Employer Sponsored Plan provides benefits to both the employer and the employees.

For Employers

  • Serves as a tool to recruit, retain, and reward good talent.
  • Provides opportunities to reduce taxes.
  • Protects your assets from bankruptcy and lawsuits.

For Employees

  • Allows an opportunity to save for retirement in a tax-free account.
  • Provides education about sensible financial planning.
  • Encourages better money management practices in all areas of life.
How Do You Develop My Plan?
We have a comprehensive, proprietary GMF 360 Review process to develop the ideal plan for your company. Through this process, we evaluate your goals for the plan, analyze the plan in six key areas, and make recommendations to improve your plan to stay current with your financial goals.

Why is employee education important?
Employee education is the key to unlocking the full potential of any employer sponsored plan, ensuring the full benefits are achieved both for the company and the employees.

Educating employees about their financial futures has a direct impact on the number of employees that sign on to your plan. Many of the benefits that employers gain from offering a plan do not go in effect until a certain threshold of plan participants is met. We help you achieve your plan goals by providing quarterly education seminars to your employees about the benefits of participating in the program, how to make saving through the plan easy and affordable, and additional personal money management topics related to their personal financial futures.

What types of plans do you offer?
We offer our expertise in a variety of areas, including:

  • 401k
  • 403b
  • Profit Share
  • Simple IRA
  • Defined Benefit
  • Non-qualified deferred compensation