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Corporate Retirement & Group Plans

Retirement Plans

Today, retirement plans for corporations and self-employed individuals are more complicated than ever. With ever-changing regulation and uncertain investment environment, selecting and maintaining the best plan for your company can be a daunting task. We work with companies small, medium, and large through every step of the process to select and maintain the best retirement plan for each individual circumstance.

Plan Types Include:

  • 401(k) Plans
  • 403(b) Plans
  • Simple IRAs
  • SEP IRAs
  • Defined Benefit Plans
  • Profit Sharing Plans
  • Cash Balance Plans
  • Corporate Sponsored IRAs

Enrollment, Design, and Fiduciary Services

Designing and maintaining corporate retirement plans can be hard. Owners want to focus  on their core business, not spending their time making sure their company's retirement plan is in compliance with regulations. That is why we work hand in glove with companies to facilitate the creation, transfering, and/or ongoing maintenance of plans.

As Advisors, we provide the following services: 

  • 3(38) and 3(21) fiduciary services
  • Help with fund selection
  • Provide Education services for enrollees
  • Lead or facilitate enrollment meetings
  • Lead mandatory trustee meetings to ensure compliance with applicable regulations
  • Help owners choose, select and coordinate with  TPAs, Record Keepers, and Custodians that fit the needs and maximize cost efficiency of the plan

Executive Compensation Plans

Attracting and retaining top-notch talent is a challenge for many businesses. At Saline Wealth Management Group, we work with corporations to create Executive Compensation plans, like Non-qualified Compensation Plans and Life Insurance Retirement Plans (LIRPS), to help incentivize top talent. 

Group Insurance Plans

Insurance is important to the operation of any business. At Saline Wealth Management Group, we are independent, working with top A-rated carriers to find the best and most cost effective policies for your businesses. Whether it be group Life, group Disability, Buy-Sell Arrangements, Key Man Policies, or Business Overhead plans, we work with owners to maintain the most appropriate coverage. When we aren't able to directly provide policies, we will work with other trusted insurance professionals to make sure owners are fully insured and understand all of their coverages. 

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