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

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

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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 are 401k experts 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.

Investments

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.

360° REVIEW

A complimentary, comprehensive retirement plan review will assist in assessing your plan’s potential tax savings, compliance risk, employee education, and fees.

PLAN ADMINISTRATION

We will handle daily administration of your company retirement plan while you focus on running the business.

CUSTOM PLAN DESIGN

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.

FINANCIAL LIABILITY PROTECTION

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.

INVESTMENT MANAGEMENT

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

Improve your 401k plan today.

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