Tag Archives: Retirement Savings

Designing The Right Business Retirement Plan

Posted on February 28, 2009 by Kevin Jackson

The process of designing the “right” retirement plan for a business can be divided into three broad steps: 1. Gather the relevant information 2. Identify employer goals and objectives 3. Choose plan features that promote the employer Employers have various … Continue reading →

Posted in Strategic Planning | Tagged Benefit Advisor, Business Plan, Business Planning, Business Retirement Plan, Certified Financial Planner, Employee Benefits, Employer Goals, Employer Objectives, Pension Plans, Retirement Planning, Retirement Savings, Wealth Management | Comments Off