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.
As we close the books on last year, employers often find themselves looking for ways to lower their impending tax bills. At the same time, companies are trying to retain and reward top talent. Is there a strategy that accomplishes both? Absolutely, one solution is known as profit sharing. This...
While your 401(k) plan may not have a chirping reminder, regular reviews, fee benchmarking, and a prudent process are key. Just as we routinely replace the batteries in our smoke detectors, it’s equally crucial to give your company’s 401(k) plan the attention it deserves. Often, retirement plans are treated like...
Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind. As a plan sponsor, one of your primary responsibilities is ensuring that your company’s retirement plan operates smoothly and within the boundaries of compliance regulations. This is no small feat, especially when...
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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