Investments can play a key role in your financial security plan. For individuals, a mix of qualified and non-qualified saving, income and pension plans can help achieve short- and long-term goals. For employee groups, we can offer advice on qualified and non-qualified savings and pension plans.

Group retirement and savings plans

For business owners, group retirement and savings plans can play a key role in attracting and retaining quality employees.

Just like you, your dedicated employees are working towards a safe, secure future. Either provided independently or paired with group benefits, a group savings plan is a convenient, flexible and affordable way to help your employees reach their long-term financial goals.

Employees gain instant tax savings for their Qualified contributions, since they are made using pre-tax payroll deductions. They also receive the confidence that comes from knowing every month they are building towards retirement.

We can help you and your valued employees choose group retirement and savings products. We will design an investment plan tailored to fit the needs of everyone involved. Choose from products like:

• Qualified retirement savings plans designed specifically for groups
• Deferred profit sharing plans
• Defined contribution pension plans
• Non-qualified savings programs

Contact us today to learn about how group retirement and savings plans can benefit your business.