Retirement Plan Services

RETIREMENT PLAN SERVICES

Business owners and the teams they've built are the foundation of our economy. But with great success comes great responsibility - and a lot of details to think about! For many thriving small businesses, a retirement plan can be a key part of their team's growth. In places like our home state of Colorado, it's even mandated that employers of a certain size offer a retirement solution. Understanding the tax implications and the complexities of the regulations can be overwhelming. Besides, you have more important work to do. That's where we come in.

Our dedicated Retirement Plan Services team can help with every stage of implementing a retirement plan solution. Whether you currently have a plan, but are need of a fresh start, or you are starting something new from scratch, we can find an option that will work for you. This could be as simple as a SIMPLE IRA or as complex as a 401(k) or deferred compensation plan.

As your collaborative advisor, we are dedicated to helping you and your employees live life by design, not by default. So let us help you design a retirement plan that empowers and retains your employees and creates opportunities for you to mitigate taxes and set yourself up for your next chapter.

plan design

Set client and advisor expectations
Evaluate service providers
Design an Investment Policy Statement (IPS)
Determine eligibility criteria

implementation & Transition

Coordinate between the business owner, the service provider & any needed intermediaries
Employee education and onboarding

benchmarking

Investment option due diligence
Monitoring of fees & expenses

monitoring & Service

Annual plan reviews
Evaluate participant outcomes
Employee communication
Investment education
Track regulatory & compliance updates

Meet adlai

Adlai is the head of our Retirement Plan Services team. He started in the 401(k) industry in 2001. During that time, Adlai has designed 401(k) plans for more than 1,000 businesses with more than 10,000 plan participants. His vast experience in the industry ensures he has the expertise needed to design, build and implement the best solution for our clients and their employees. Adlai is passionate that everyone deserves to retire with dignity.

Adlai was born in Oklahoma and graduated from Regis University in Denver. He then moved to Austin, TX where he met his wife, Samantha. They are raising their twins Betsy and Connor in Crested Butte where they enjoy the many things the mountains offer from hiking and biking to camping and skiing.

Click the button below to schedule a meeting with Adlai or another member of our team.

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