Business Succession Planning

Clarity Financial Advisors (CFA) offers the full spectrum of retirement plan options for employers to gain the level of savings and tax deferral that fits their current needs.  The options include:

  • Simple IRAs
  • SEP IRAs
  • Simple 401k
  • Profit Sharing Plans
  • 401k (ROTH and Traditional)
  • Cash Balance Plans

CFA understands that most employers don’t have an HR department to manage all the administrative and fiduciary aspects of their retirement plan. Sponsoring and maintaining a retirement plan that meets participant needs can be daunting and time-consuming, some of those tasks includes:

  • Managing fiduciary responsibility
  • Monitoring investments
  • Monitoring compliance issues
  • Ensuring proper and cost-effective plan administration
  • Educating plan participants on the importance of saving for their financial future
  • Monitoring and increasing participant satisfaction
  • Ensuring the plan matches employee demographics
  • Keeping current with industry and legislative updates
  • Ongoing oversight of plan design and implementation