Business Owners
How we can help your Business
We partner with you to design and maintain a high-quality benefits package that minimizes the burden of plan administration. From retirement plans to health savings accounts and 529 plans, we can help you design a benefit plan that works for your business. With our comprehensive educational support for your employees, they can become well-informed and engaged, potentially leading to higher savings rates and long-term investment success . You can focus on what truly matters—growing your business—while we handle the complexities of your plan, including rollovers for participants when they leave.
Colorado State Mandated Retirement
As of January 2023, employers with five or more employees are required to either enroll in the Colorado Secure Saving Program or offer a qualified retirement plan, such as a 401(k). Employers must ensure that their employees are informed about their options and facilitate contributions, making it easier for workers to save for retirement. Let us help you find a retirement solution that works for your business.
Target Rental
"Our employee retirement benefit, simply put, is the right thing to do for our employees. Little do they know that each month, they are stashing away money for retirement, or even a down payment on their first home. As their balances grow, so does their commitment to the company. Ellen and her team are incredibly responsive to any needs that come up, working directly with our employees to tailor their plans for their financial goals."
- Jim Duke, President, Target Rental
Target Rental
"Our employee retirement benefit, simply put, is the right thing to do for our employees. Little do they know that each month, they are stashing away money for retirement, or even a down on their first home. As their balances grow, so does their commitment to the company. Ellen and her team are incredibly responsive to any needs that come up, working directly with our employees to tailor their plans for their financial goals."
- Jim Duke, President, Target Rental
*This testimonial was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial is not a guarantee of future performance or investment success, and the testimonial may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.
FAQ
How can you help my business create or manage an employee benefits plan?
We design and maintain high-quality benefits packages—retirement plans, HSAs, 529 plans—while reducing administrative workload. We also provide employee education to help boost engagement and long-term savings success.
What do I need to know about Colorado’s mandated retirement program?
Colorado requires employers with five or more employees to offer a qualified retirement plan or participate in the Colorado Secure Savings Program. We help you choose and implement the right solution for your business.
What do other business owners appreciate about working with you?
Clients value our responsiveness and hands-on support, especially in helping their employees tailor retirement plans to their personal financial goals.