A retirement plan solution that offers personalized services to support the wellbeing of you, your business, and your employees.
If you’re a business owner or human resources professional, ensuring that your 401(k) plan is meeting its full potential for both your business and your employees is crucial. For initial advice, it’s possible you looked towards your payroll company or bank for retirement plan options. However, as your business grows, you may be reevaluating your goals. Navigating the complexities of plan management can feel overwhelming and time consuming, especially if you’re considering a new plan provider.
That’s where we come in. At Marshall Financial, we aim to assist you in optimizing your 401(k) plans and help ensure that they deliver maximum benefits to employees while also aligning with company goals. With our team’s professional experience and tailored solutions, we help take the burden off your shoulders while providing comprehensive planning and tax effective strategies.
More than half* of small business owners believe that their business is too small to qualify for a 401(k) plan. The truth is, businesses of any size can offer a 401(k) plan – even if you’re self-employed. And the advantages of opening a plan extend beyond just the plan participants. Business owners can also expect to benefit.
Employees late in their careers need information that helps smooth the transition into retirement We are entering the “Great Retirement” era, where tens of thousands are hitting retirement age daily. By 2030, the entire baby boomer generation will be 65 or older. These hard working and resilient employees were the...
Practical tips for Gen X and Millennial workers to save for retirement Life in the middle can be a pickle—just ask any mid-career employee. They’re often caught between a rock and a hard place, or, more accurately, a kid’s college fund and an aging parent’s medical bills. Add to that...
Ways to boost financial confidence and loyalty for Gen Z employees Have you ever found yourself pondering the classic “If only I could rewind the clock and share some pearls of wisdom with my younger self” scenario? As an employer, you have the chance to share this knowledge with your...
No matter what “retirement” looks like for you, we’ll be there to help support your goals in life. Marshall Financial Group is here to support you.
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