SERVICES > Resources > Retirement
HOW PEOPLE RETIRE SETS THEM APART.
AND SO DOES HOW YOU HELP.
RETIREMENT SAVINGS CONSULTING
WHAT YOU SHOULD KNOW
» Contribution Limits
Helping employees invest pre-tax dollars in retirement savings plans is a great corporate responsibility - and a highly valued benefit. Thorbahn's expertise will make your company's retirement plan its most successful - built on innovative plan design, quality investments, improved employee participation and deferred rates, and measured expenses.
Our comprehensive retirement consulting services include: strategic planning, benchmarking, plan design consulting, compliance and fiduciary support, investment selection and monitoring, project management, plan implementation, acquisition due diligence, and more. Participant advocacy and marketing are also offered - including group and one-on-one educational meetings, online seminars, and email coaching - to drive participation and promote the added value of your selected program.
Well-versed in all types of retirement plans, including Profit Sharing, 401(k), 403(b), Money Purchase, Defined Benefit and the full range of IRAs, our expert advisors are ready to help you achieve strong financial results, while reducing your administrative burden and cost. It's a retirement policy everyone can appreciate.
Our team has experience with all types of retirement plans including:
- Profit Sharing
- 401(k)
- 403(b)
- Money Purchase
- 457
- SIMPLE IRA
- 529- college savings plans
Our clients benefit from our consulting services with the knowledge their plan is in compliance, fiduciary responsibilities are being met, participants are educated, and they are receiving optimal services from their provider at the lowest possible cost.
