Marshall 401(k)
Business Retirement Plans

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 retirement 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 retirement plan 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.

Our Approach to Retirement Plans

Focused Investments

  • Independent recommendations
  • In-house modeled portfolios
  • Chartered Financial Analyst® professionals on staff

Committed
Fiduciaries

  • 3(38) Advisor
  • Fee-Only, no commissions
  • CERTIFIED FINANCIAL PLANNER® certificants on staff

Comprehensive
Planning

  • Tax minimization strategies
  • Business succession planning
  • Guidance beyond 401(k)’s

Why a 401(k) Plan?

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. 

Working With Us

Initial Consultation

  • We’ll listen to your vision
  • Discuss opportunities to
    improve your current plan
  • Review your goals for
    management services
  • Answer your questions

Plan Customization

  • Review and select plan
    design customizations
  • Help optimize tax savings
  • Provide Benchmarking
    Report for your current
    plan’s compliance filing

Plan Implementation

  • Create plan documents
  • One on one onboarding
  • Employee meeting to
    promote plan benefits &
    answer questions
  • Provide access to online
    financial planning tools

Ongoing Management

  • Benchmarking of plan
    goals to track progress
  • Provide ongoing education
    for employee participants
  • In-house market updates
    and personal guidance
    from your Marshall Team

Tap Into Our Retirement Insights

If you’re a high-income earner looking for ways to help maximize your retirement savings, a  Backdoor Roth Conversion might be the strategy you’ve been searching for. While income limits typically prevent individuals with higher earnings from contributing directly to a Roth IRA, this workaround allows you to sidestep those restrictions...

As a financial advisor by day and a DJ by night, I understand the hustle of being a self-employed creator. Whether you’re filming viral TikToks, streaming on Twitch, or running a YouTube channel, the thrill of building an online brand comes with its own set of financial challenges. Just like...

Looking to keep your employees happy and save on taxes? Thanks to recent legislation, setting up a 401(k) plan for your small business has never been easier – or more affordable. In this blog, we’ll break down the key tax credits introduced through the SECURE and SECURE 2.0 Acts and...

Strive Toward
Financial Stability for Your Employees

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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