For Plan Sponsors
Spend more time focusing on the growth and profitability of your business instead of managing the administrative duties of your employee retirement plan. Avantax Retirement Plan Services provides strategies to owners and employees that maximize contributions and tax deductions, as well as increasing employee deferrals to meet retirement goals. Here are some of the key benefits of working with Avantax Retirement Plan Services.
A complimentary, comprehensive retirement plan review will assist in assessing your plan’s potential tax savings, compliance risk, employee education, and fees.
We will handle daily administration of your company retirement plan while you focus on running the business.
Custom Plan Design
Working together, we’ll identify the primary goals and objectives for the retirement plan and develop a strategy to meet your specific needs.
Fiduciary Liability Protection
We offer the broadest protection available to alleviate fiduciary responsibility and potential liability. Our experts take this responsibility very seriously and ensure that you are protected from litigation through our safeguards.
A highly experienced and credentialed Avantax Planning Partners Investment Advisory Committee provides oversight of your investments and navigates the nuances of the investment landscape for you.
Employee Education & Financial Planning
We provide customized investment advice and guidance to help your employees meet their individual retirement and financial goals, as well as other needs that may arise.
Additional benefits include:
- Increased tax deductions
- Maximized contributions
- Payroll integration options
- Employee financial planning and advice
- High-level service
- Knowledge and dedication
- Strategies to increase savings and participation
- Annual plan review
1 In nearly 7 out of 10 reviews we complete, our team has found that business owners can contribute, on average, an additional $38,500 to their plan per year. This can equate to an additional $479,752 over 10 years toward retirement.(Calculation based on present value (PV) = 0; interest (INT) = 4.8%; payment (Pmt) = $38,500; years (N) = 10; future value (FV) = 479,752.24)