Business Retirement Plans

Employer-sponsored retirement plans tailored for your business

We understand the critical need for business owners to offer competitive benefits to recruit, retain and reward top talent. For this reason, we help small businesses in Rochester and throughout the country design and manage company retirement plans that are tailored to meet your needs and goals. We work alongside you and your employees to ensure they understand, use and maximize their opportunity to plan for the future.

First, we thoroughly review your current plan design and offer an analysis for improvement. This may result in recommending an updated design, enhancing employee education and engagement, offering different investment solutions, and even lowering plan costs. We may find that you don’t need to make any changes. However, with the constant shifting of the retirement plan landscape, it is in your best interest to ensure you meet your fiduciary obligation and have the best solutions available for your people.

Our team is dedicated to our clients, and we serve as direct points of contact to assist with every step of the process. From the initial consultation through implementation and administration of your plan, we stand alongside you. That is the value of working with a small business that is aligned with your small business. Needs change, businesses grow, and we commit to helping you with every step along the way.

Why Choose Us:

  • Thorough analysis of current plan
  • Periodic plan reviews
  • Administrative and fiduciary oversight
  • Customized design
  • Employee education
  • Dedicated team for inquiries

If you’d like a no-obligation, complimentary consultation and review of your existing plan, please contact us.

How can we help you?

Please let us know if you have a question, or would like further information about Davie Kaplan.