Business Retirement:
401 (k) & Defined Benefit Plans
Custom Solutions for Business Owners
Personalized Plans
Designing a 401(k) plan that works for both your business and your employees is no small task. At TrueNorth Wealth, we specialize in creating retirement plans that support your goals, provide meaningful benefits for your team, and maximize tax-saving opportunities.
First-Class Support
Our best-in-class support team is with you every step of the way, handling the details so you can focus on running your business. Whether it’s simplifying the transition process, educating your employees, or ensuring your plan evolves with your needs, we’re dedicated to helping you and your team thrive.
Empowering Your Business with Tailored Retirement Solutions
At TrueNorth Retirement Services, we specialize in designing retirement plans that strengthen your business and support your employees.
We offer a range of plan options to suit your business’s structure, cash flow, and workforce. We can help you decide what option is best for you — depending on your situation:
Defined Contribution Plans:
These plans, including 401(k)s, 403(b)s, and 457 plans, allow both employers and employees to contribute, making them a versatile option. They also provide opportunities to add matching incentives to boost employee engagement and retention.
Defined Benefit & Cash Balance Plans:
When used correctly for business owners, these plans can help supercharge retirement savings while simultaneously reducing taxes for the current year. There are not many other strategies that can deliver this level of tax advantages for our business owner clients.
Tax-Exempt Plans:
For charities, schools, and other nonprofit organizations, we advise on specialized retirement plans tailored to meet the unique needs of tax-exempt employers.
We understand that a retirement plan is most effective when employees are well-informed and engaged. That's why we offer ongoing support, including enrollment assistance and educational sessions, to ensure your team fully understands and values their retirement benefits.
Questions we help you answer
These are just some of the key questions we address to help you make smart decisions when it comes to your 401(k) plan:
- What type of retirement plan is the best fit for my business?
- How can I design a 401(k) plan that maximizes benefits for my employees and myself?
- What are the tax benefits of offering a retirement plan for my business?
- How much should my business contribute to the plan, and what are my options?
- How do I ensure my 401(k) plan is compliant?
- How can I use a 401(k) plan to attract and retain top talent?
- What investment options should I offer in the plan, and how are they managed?
- What steps do I need to take to implement and maintain the plan seamlessly?
What You Can Expect from TrueNorth Wealth
Tailored Plan
Design
We create retirement plans customized to your business’s structure, cash flow, and employee needs.
Tax-Advantaged
Focus
Our strategies maximize tax benefits to help your business save more for the future.
Employee Engagement
and Education
We provide one-on-one support and group sessions to help your team understand and value their retirement plan.
Always Here
to Help
We’re available to answer questions from you or your employees at any time, ensuring clarity and confidence.
Seamless Plan
Implementation
Our team manages every detail of the setup process, ensuring a smooth transition for everyone involved.
Smart Investment
Oversight
We select and monitor diversified investment options to align with employee goals and maximize results.
Ongoing Plan
Management
We handle all administrative tasks, updates, and reviews, keeping your plan running smoothly year-round.
Strategic
Contributions
We design profit-sharing and matching features to attract and retain the best talent for your business.
A Lasting
Partnership
We support your business and employees with ongoing advice, reviews, and updates to keep your plan optimized over time.
Helpful Articles for Business Owners
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We’re happy to answer your questions!
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