Looking to Get More Out of Your Small Business 401k?

Answer a few questions to get connected with an experienced Retirement Plan Services specialist

Answer a few simple questions

Tell us a bit about your business, including your financial situation and goals

Review your options

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Book appointments

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Avantax By The Numbers

We understand the importance of maximizing retirement benefits and reducing tax liability. With our shared philosophy on tax-smart financial planning and over 30 years of experience, we have the expertise to help you and your business.

13,500 Plan Participants1

Avantax Retirement Plan Services division provides a variety of retirement solutions and strategies to help individuals meet their unique retirement goals and time horizons.

$1.2 Billion in AUM1

With over $1 billion in assets under management, this milestone comes after a record year of growth with a continued growth projection.

A Turnkey Retirement Plan

We handle everything from administrative services to employee training to maximizing fiduciary protection.

350 Plans1

We provide small business retirement plans across the nation to Tax Professionals looking to offer comprehensive advice to their clients.

Training and Support

We provide proprietary training, support systems, and tools for employers and their employees — including enhanced programs for executive retention.

Backed by Blucora

Blucora, Inc. (NASDAQ: BCOR) is a leading provider of technology-enabled financial solutions to consumers, small businesses and tax professionals.

1As of December 2020

Free Employer-Sponsored Retirement Plan Analysis

Avantax financial advisors have 401k expertise and can help review the options available to you. Optimize your plan to achieve more for you and your employees.

Our Services

Your partner to help improve your comprehensive employee retirement plan through a tax-smart lens.


Invest in savings or manage existing investments and assets

Business Owner Retirement Planning

Prepare for retirement, manage your assets and income while retired.

Succession Planning/ Business Sale

Create a plan for your goals (buying a home, paying for college, etc.)

Employer Sponsored Retirement Plans (401k, 403b)

Manage your business finances, (employee 401k, financing, etc.)

Tax Planning

Invest in savings or manage existing investments and assets

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

Program Benefits

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.


We offer the broadest protection available to alleviate fiduciary responsibility and potential liability. Our advisors take this responsibility very seriously and ensure that you are protected from litigation through our safeguards.


Our Financial Planning team works with clients to create a long-term roadmap on how to plan for major expenses and financially prepare for important milestones. Our planners will help provide advice on a wide array of concerns from how to plan for college and other education expenses to the best way to position your estate to ensure you maximize your legacy.


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.


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.


  • 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

Improve your 401k plan today.

Answer a few questions and get connected with an with an experienced retirement plan services specialist

Avantax WM Holdings℠ is the holding company for the group of companies providing financial services under the Avantax℠ name. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠ and Avantax Planning Partners℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠, Avantax Insurance Services℠, and Avantax Planning Partners.

Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781

For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781. Check the background of this firm on FINRA’s BrokerCheck