Business retirement plan consulting

Do you find yourself with a desire to start a retirement plan for your firm? Or maybe you already have a retirement plan in place, but you want to know if you could do better. We believe as a business owner, you have a moral obligation to steward business and retirement plan assets in a manner that reaches a win-win situation for both yourself and your employees.
At Blend Wealth, we can help you set up a new or revise your current employee retirement plan. We provide plan design & setup, assist with selecting the appropriate third party administrator (TPA), ensure recording keeping, reporting and compliance are performed while providing employee education on a regular basis. 
Financial plan
Retirement Plan Design
Coins and cash flow
Administration
Stack of coins, tax planning
Compliance
Chart increasing, retirement planning
Employee Education
Documents, calculator
Record Keeping
Chart and calculator
Annual Plan Review
Retirement Plan Options
Traditional 401k Plan
Safe Harbor 401k Plan
Solo 401k Plan
Cash Balance Pension Plan
SIMPLE IRA
SEP IRA

Let's see if we're the right fit.

Schedule your free Introductory Call below
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