We set-up and maintain low cost 401(k), 403(b), or other employer sponsored retirement plans that offer a large variety of investment options to meet our client’s specific needs for their business.
We help business owners and plan participants navigate the many options available to them to fully utilize the tax-advantages and savings opportunities available. Then, we guide our clients through the set up process, assist with transition from an existing plan, and furnish necessary updates to the plan participants.
We strive to provide a range of portfolios that will meet the needs of your plan’s participants while keeping expenses at a minimum. These portfolios empower your plan’s participants to choose a globally-diversified portfolio consistent with Marotta Wealth Management’s investment strategy or to design their own asset allocation from a list of low-cost diversified fund choices.
Distribute Your First 401(k) RMD in April or December?
Within employer-sponsored retirement plans, there are special provisions for employees (not owners) who continue to work beyond their typical required beginning date.
Q&A: Which Self-Employed Retirement Plan Should I Open?
Here are some of the pros and cons of specific SEP IRA and individual 401(k) retirement account options available.