Employer Retirement Plans
An Employer Sponsored Retirement Plan can be a very attractive benefit for both business owners and employees, but they can also be complex. Our team can help guide you through choosing the right type of plan, and then provide the highest level of service to the owner and employees once the plan is in place. Common plan options include:
- Profit Sharing
- Cash Balance
- Simple IRA
- Executive Bonus
- Retention plans.
The Dickerson Group Difference
- Retirement Plan Team … Our dedicated Retirement Plan Team, together with plan fiduciaries, keeps your plan compliant and up to date with Department of Labor and ERISA regulations.
- Independent … The ability to work with any Recordkeeper, Third Party Administrator, or Fund Company allows us to build the ideal retirement plan for our clients.
- Advice & Service … Utilizing a team-based approach, our Investment Advisor Representatives provide advice and service at both the retirement plan and individual participant level.