Employer Sponsored Plans

Investing In Your Company’s Future

Business owners who provide a solid employer-sponsored retirement plan are better positioned to attract and retain the quality people needed to keep a business competitive. At RBC Wealth Management, we work with many business owners who wish to offer their employees a retirement plan as a component of their total compensation.

Your financial advisor can help you sort through the wide array of employer-sponsored retirement plans available and determine the best approach for you and your employees. Get the help you need to implement a qualified plan such as a 401(k) plan, money purchase pension plan or profit sharing plan. Your advisor is also equipped to help you introduce a non-qualified plan for a select group of employees, usually executives, to help attract and retain key talent.

Once your retirement plan is in place, your advisor can help your employees select an investment strategy for their retirement plans, choosing from a broad array of investment options and tools to build personalized portfolios.

A resource for all of your retirement planning needs

If you are a business owner, your financial advisor can assist you in a dual capacity, providing guidance related to your personal financial goals and helping you implement and manage a retirement plan for your employees. Simplify your life with the benefit of one point of contact for both your personal and professional retirement planning needs.

Your plan choices

• 401(K)
• Profit Sharing Plan
• Money Purchase Pension Plan
• SIMPLE IRA (Savings Incentive Match Plan for Employees)
• SEP (Simplified Employee Pension)