Retirement Plans

Retirement plans are about more than just investment returns. They are about helping employees achieve financial security for their retirement years. In addition, a well-crafted plan can attract and retain the right talent. However, managing qualified plans can be complex and time consuming. Tax laws change regularly and regulations are often confusing.

GWE will analyze our clients’ current plans to determine if they are taking full advantage of every strategy available. Whether our analysis shows they would be best served with 401(k), profit sharing, cash balance plans, or a combination of qualified options, we’ll develop and implement a strategy to help maximize their plan contributions and participant outcomes. GWE can also provide co-fiduciary support to help ensure that they are meeting all of their fiduciary responsibilities and establishes a level of protection that goes beyond conventional security.