401(k) Retirement Plan Consulting Services
Experience, History, Perspective
In 1982, Bill Gettings, CFP® was a pioneer in the retirement plan space, helping a suburban Chicago paper company establish one of the first-ever 401(k) plans in the Midwest. Since then, we've continued to guide corporate and business clients in selecting the right retirement plan for their company.
We understand that managing a company retirement plan is complex and time-consuming. Our consulting services help businesses optimize their retirement offerings, ensure compliance, and support employees in achieving their financial goals.
How We Help
Custom Plan Design: We help select investment options, administrative services, trustees, and advisory solutions tailored to your business needs. For existing plans, we provide honest assessments of features and costs.
Smooth Rollout: We collaborate with your team from start to finish, acting as your advocate to ensure smooth operations.
Employee Education: We provide clear enrollment guidance and ongoing education so employees fully understand their benefits and feel confident about their retirement.
Trusted Partnerships: Our long-standing relationships with top administrative and record-keeping firms help us connect you with the right partners.
We’re committed to simplifying the retirement planning process for businesses while ensuring employees feel confident about their financial futures. Let us help you find the right plan for your company!