Business Planning Services
For small to mid-sized businesses and professional practices who desire a customized qualified retirement plan maximizing the business owners tax benefits, providing an employee benefit to help employees achieve retirement readiness and to maintain compliance with ERISA regulations.
At Shute Battaglia Wealth Advisors, we provide compliant plan design strategies to achieve the goals and objectives of the business owner, provide unbiased investment options and fiduciary support to the plan’s trustees. Since plan design is an important step of providing a qualified retirement plan by an employer, we will provide the business owner with the understanding of how the plan design can benefit them and their employees.
We believe a qualified retirement plan is more than an employee benefit, it is a critical component of an employee’s retirement readiness. Employees should receive the support and tools necessary to confidently plan for their future. We will individually meet with plan participants to help develop a path for a successful retirement.
By working with Shute Battaglia Wealth Advisors, you will have financial confidence knowing you are providing a valuable resource to help your employees achieve retirement readiness while maximizing your own tax benefits.
- 401(k) and 403(b) Plans
- Profit Sharing Plans
- Cash Balance and Defined Benefit Plans
- Plan Design and Analysis
- Plan Administration
- Participant Recordkeeping