Pittsburgh Financial Advisors For Business 401k & SEP Retirement Planning

As a business owner, you may be thinking about starting an employer-sponsored retirement plan to help your employees save for their future and live out their retirement with dignity. But do you know which retirement plan is best for you and your employees? Different retirement plans may help you attract and retain qualified employees – while providing attractive tax savings to your business as well. Thankfully, there’s Confluence Financial Partners to make the decision-making process so much easier.

Check them out today at https://www.confluencefp.com/for-businesses/

Retirement planning advisors in Pittsburgh

Confluence Financial Partners, a trusted investment advisor in Pittsburgh, offers comprehensive and strategic retirement planning services for business owners and plan sponsors.

The services help you design, implement, and monitor employer-sponsored retirement plans and help plan participants intelligently prepare for their retirement. Leveraging its combined experience of over a century in providing strategic investment advice, the team offers experienced insights into the available retirement plans that meet the unique needs of each business, including thorough discussions on 401(k) plans, simple IRA plans, and simplified employee pension plans (SEP), among others.

Using a disciplined approach, the team takes extra measures to fully understand your business and determine what matters most in a retirement plan. This allows them to offer tailored retirement plans that can be regularly evaluated and assessed even as your business grows.

Trusted investment advisors

The latest chapter of the 2024 Protected Retirement Income and Planning (PRIP) annual study by the Alliance for Lifetime Income found critical gaps in how investors and financial professionals talk about and consider their retirement planning. Specifically, a consistent 30% gap exists between what financial professionals discuss with their clients and what clients hear. In addition, only 68% of financial professionals consider talking about employer-sponsored retirement plans, despite 81% of clients expressing interest in knowing more about them.

Addressing this, the team at Confluence Financial Partners ensures that their retirement planning services help business leaders in the state better understand employer-sponsored retirement plans and work closely with their employees to educate, engage, and enroll them in these options. Recognizing the changing needs of each business, the team provides ongoing support and adjusts plans as needed with annual check-ins and a dedicated retirement planning advisor.

“The retirement plan services team is passionate about working with business owners and decision-makers to build retirement plans that are competitive and focused on participant outcomes,” says Brian Stout, AIF, CRPS, Director of Retirement Plan Services. “Helping participants retire on their own terms with dignity is our standard at Confluence Financial Partners.”

Ready to get started?

The firm is well-versed in various employer-sponsored plans, including Safe-Harbor 401(k) plans, 457 plans, defined benefit plans, cash balance plans, non-qualified deferred comp, and employee stock ownership plans (ESOP).

Request your complimentary “Retirement Readiness” workbook for both business leaders and plan participants today! With this workbook, you'll learn to optimize taxes, seize and plan opportunities, and explore the ins and outs of retirement income using the Confluence Approach.

Get started today! Schedule your no-obligation discovery call with the team.

Go to https://www.confluencefp.com/for-businesses/ so you can learn more.

Confluence Financial Partners - Pittsburgh Wealth Management & Financial Advisors City: McMurray Address: 732 E McMurray Rd Website: https://www.confluencefp.com/ Phone: +1 724 271 8801