Corporate Retirement Plan Services
As a business owner, your employees depend on you to provide vital benefits like insurance coverage and retirement plans.
A well-run retirement plan can help:
We have been helping clients retire for more than two decades. Our experience led us to design our practice around three simple ideas. We believe your company’s retirement plan should be built on:
By partnering with Ensign Wealth Partners for retirement plan services, you give your employees:
And you give yourself:
When Steward Partners provides investment advice to you regarding your retirement plan (“Plan”) account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act (ERISA) and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours.
Tax laws are complex and subject to change. Steward Partners and their Wealth Managers do not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Plan, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Plan.
A well-run retirement plan can help:
- Attract, reward and retain valuable employees
- Improve productivity and employee wellness
- Reduce taxes for both employee and corporation
- Provide a stream of retirement income for many years to come
We have been helping clients retire for more than two decades. Our experience led us to design our practice around three simple ideas. We believe your company’s retirement plan should be built on:
- a foundation of quality investment options
- invaluable education
- fiduciary protection
By partnering with Ensign Wealth Partners for retirement plan services, you give your employees:
- Choice - Select from professionally managed or self-directed investments.
- Guidance - Set up individual meetings with a local advisor.
- Efficiency - Our low fee structure strives to give better long-term returns.
- Convenience - Monitor and manage your account online.
- Education - Online tools and learning modules are available.
And you give yourself:
- Minimal Liability - We serve as your 3(21) or 3(38) investment fiduciary.
- Guidance - We are a partner who consults with you to help design a plan that strives to meet your needs.
- Efficiency - We offer automated services and simple administration.
- Transparency - There are no hidden costs, and we benchmark your plan and fees against others.
- Convenience - Our job is to help make it easy for you to offer retirement benefits to your employees.
When Steward Partners provides investment advice to you regarding your retirement plan (“Plan”) account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act (ERISA) and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours.
Tax laws are complex and subject to change. Steward Partners and their Wealth Managers do not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Plan, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Plan.
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