Corporate Retirement Plans Retirement plans are the second most important employee benefit behind medical insurance.

With the decline of pension plans, corporations are relying on defined contribution plans like the 401(k).

Designing a Retirement Plan That’s Right for You

We help individual participants select their investment options, inform them on how much they need to save for a successful retirement, help them select the appropriate salary deferral amount and type (Traditional or ROTH), and provide additional financial education courses.

We have expertise in setting up and managing the following types of plans:

  • 401(k)

  • 403 (b)

  • 457 Deferred Compensation

  • Defined Benefit Pension

  • Employee Stock Ownership Plans (ESOP)

  • Money Purchase

  • Non-Qualified

  • Profit Sharing

  • SIMPLE Plans

Retirement Plan Trustees

We help determine what a successful retirement plan means to the trustee(s) and develop a plan to achieve the optimal result.

As an ERISA § 3(38) fiduciary, we help retirement plan trustee(s) maintain and monitor their fiduciary duties to the plan.

We make sure the appropriate investments in your plan are performing well and provide on-going employee education.

Front office - Petersen Hastings

Education Courses

  • Budgeting

  • Debt Reduction

  • Retirement Income Planning

  • Savings Strategies

  • Social Security Analysis

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