Business planning
Employees look for more than just a paycheck at a job; they look for a competitive benefits package. And why wouldn’t they? Benefits help them feel valued and cared for. Whether you’re creating a benefits program or interested in making your current program better, we can help.
Benefits we can assist with include employer-sponsored retirement plans, employee risk management services, employee financial education as well as personal financial planning, and financial planning for your business.
Even if you’ve already established a retirement plan at your small business, it may be worth reviewing as your company grows and changes. Whether your business is a sole proprietorship, a general partnership, an LLC, a corporation or a nonprofit organization, we can discuss a plan type to help meet your needs, including:
- SIMPLE IRA
- SEP-IRA
- Profit sharing plan
- 401(k) plan
- Defined benefit plan
- Payroll Deduction IRA
- Roth IRA
Through arrangements with third party insurance companies, Waddell & Reed offers products including:
- Group life and long-term disability
- Voluntary life insurance
- Group long-term care
- Major medical individual health
- Executive carve out disability
- Individual or business-owned life insurance