401k Setup & Review

Implementing a retirement plan for your business involves the company’s business structure, tax status, employee situation and goals for the business overall. At Greenberg Financial Group, we will explore options available for your company and help determine what program will best fit the goals and objectives of your business. Depending on your company, we may recommend consulting with a TPA (Third Party Administrator) as well. If you have a current plan in place, we will review the set-up and structure to determine if it is the best for your company. The final step is to structure the investment options for you and your employees. We work with many of the following company sponsored retirement plans:

• 401K
• Safe Harbor 401K
• Defined Benefit Plans
• Profit Sharing