Retirement Plans

Serving as your corporate partner

Independent Wealth Management partners with you in the development of company sponsored benefits and retirement plans. From selecting the right retirement plan for your needs and choosing providers to the implementation of the plan and monitoring results, IWM serves as an advocate every step of the way. In addition to providing asset allocation guidance to the plan on an on-going basis, we also handle the details of setting up the plan, including enrollment meetings, ongoing education and empowering employees to select the right strategies.

toolkit

PLAN DESIGN

Does your existing plan meet the unique needs of your company while taking into consideration corporate cash flow restrictions, effective tax planning and employee retention?

PROVIDER SEARCH

Have you reviewed alternatives on an ongoing basis to ensure that your plan is ideal for your company’s evolving needs?

FINANCIAL EDUCATION

Our process can help ensure you and your team are empowered to make better financial choices as you pursue your financial dreams.

Advice on more than just plans

We also offer advice on executive compensation, executive stock options, business buy-sell/continuity & succession planning strategies.  We will meet with you and your company on a complimentary basis to determine how we can best address your needs.1

1Business succession planning offered through LPL Financial

  • 401k, Roth 401k & solo 401k plans
  • Municipal 457 & 403b plans
  • Simple IRA & SEP plans
  • Defined benefit plans
  • Cash balance plans

Schedule a Complimentary Plan Review.