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Business Retirement Plans

Many businesses want to offer a retirement plan to their employees but are concerned with the time, costs, and liability. Furthermore, Owners may be looking for an additional way to minimize taxes while also putting money away for the future. We seek to solve this problem by offering comprehensive business retirement plan services. As an independent firm, we are not tied to any one investment provider and instead have access to a wide range of companies. We work closely with businesses to design retirement plan options that benefit both the business ownership and employees pursue a financially secure retirement.

RockWay Wealth Partners provides analysis of the current plan if there is one; research - design - implementation of a new plan, if needed; assistance with investment selection; and for employees we provide education and enrollment, along with personal financial consulting.

Our Plans Include:

Defined Contribution Plans

  • SEP
  • SIMPLE
  • 401(k)
  • 403(b)
  • ESOP
  • Profit Sharing Plan

Defined Benefit Pension Plans

Providing the highest contribution and tax deduction, you may consider a defined benefit plan if your company wants to contribute significantly more than Defined Contribution Plan maximums for owners and key employees. Creating a pension plan can also help you better create an income stream in retirement. We assist with many elements of these plans, including design, investment, and communication with employees. Often too, a pension plan can be implemented into a business succession arrangement.