We’re in the Business of Supporting Small Business Owners

Retirement Plan Services

Avantax Retirement Plan ServicesSM is your partner when you want to help your clients offer a comprehensive employee retirement plan through a tax-smart lens. We provide a turnkey solution designed to meet the unique goals of your clients, including investment management, administration and participant support, and education services designed to provide the maximum level of fiduciary protection and produce better retirement outcomes for employees.

By partnering with Avantax Retirement Services, you’ll be in the unique position to offer your clients a comprehensive employee retirement plan backed by the team that’s been working with tax professionals for decades to expand the financial services they offer.

An Optimized Plan Design

The Retirement Plan Services team will customize a plan design that has a meaningful impact on both plan owners and their employees. We handle all aspects of the retirement plan seamlessly through our payroll integrated solutions. Our retirement strategy includes:

  • Optimized Plan Design
  • Liability and Fiduciary Protection
  • Investment Management
  • Comprehensive Services
  • Employee Education
  • Payroll Integration Options

We Take the Guesswork Out of Employee Retirement Plans

Our retirement solution allows owners to focus on running their business, while we manage the daily administration of the plan. A team of dedicated experts guides plans sponsors every step of the way, from consulting on all aspects of the plan to providing onboarding specialists, relationship managers, investment professionals, and compliance support to help business owners and their employees achieve their retirement goals.