Corporate Retirement Plans

Help your employees save for their retirement.

The IRS and Department of Labor guidelines give significant tax advantages and other incentives to businesses that establish retirement plans. Our experts serve as consultants and facilitators to make sure your company’s needs and concerns are carefully considered when developing your plan.

REPRESENTATIVE CORE SERVICES

  • Plan Selection and Design
  • Plan Installation
  • Plan Documents
  • Provider Search and Analysis
  • Participant Communication and Education Support
  • Plan Recordkeeping and Administration
  • Investment Alternatives to Address Particular Needs

THREE POPULAR PLANS

  • Simplified Employee Pension Plans (SEPS-IRAs)
  • SIMPLE IRAs
  • SoloKs

PLAN INCLUSIONS

  • Profit-Sharing Plans
  • Traditional 401(k) Plans
  • Safe Harbor 401(k) Plans
  • Defined Benefit Plans
Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.

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