FINRA's BrokerCheck

Retirement Working Demo

How are YOU planning for retirement ... how is your business?

Nearly 10,000 people a day are retiring — are you ready for what's next? Retirement planning leaves a lot to consider:

  • Goal achievement
  • Fees (and what exactly those fees cover)
  • Reporting and documentation requirements
  • Compliance consultation for plan audits, terminations, mergers and plan redesign
  • Administrative services — 5500 return preparation, loan and distribution processing, and contribution calculations
  • Employee education and strategies built to retain employees
  • The impact of the Tax Cuts and Jobs Act


Whether designing and implementing a strategy, or reviewing what you currently have in place, here are a few key areas we can help you get started: 

The right design

As your partner, we understand the importance of balance. The right plan should build a strong financial future, benefit your employees and attract and retain top talent. What will best achieve your goals?  For example, are you familiar with Open Multiple Employer Plans?

We are ready to help navigate your questions and offer unique solutions based on your cost parameters and workforce. 


Strategic planning and consultation

Our investment management advisors assess cost effectiveness, quality and performance of your plan — benchmarking them to your industry. When was the last time you evaluated just how effective your plan is? Be PROACTIVE and ensure you are on the right track, so you are not forced to be REACTIVE later. To better help you determine if you are maximizing your plan we offer what is called a plan health review.

The Internal Revenue Service can be your best friend ... or your worst enemy. Planning for the future of your business, and your employees, comes a great deal of fiduciary responsibility. Does your plan:

  • meet fiduciary and complaince obligations?
  • educate employees?
  • offer contribution calculations?
  • include 5500 return preparation?
  • process loans and distributions?


Succession strategy

Over $10 trillion in business will be transitioned over the next decade — do you know what your business will look like? Working with family-owned and privately held companies, our expeirienced advisors help map your plan, determine a timeline and facilitate personal and financial planning. It's time to get started. 




Meet The Rehmann Team

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