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Retirement Plan Consulting

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The happiness and well-being of your employees are vital to keeping your business strong and successful. When you have your employees’ best interests in mind, it reflects in their performance. Savvy business owners know that offering a reliable retirement plan option is one way to keep employees happy.  

Drafting and implementing a retirement plan is a lengthy and challenging process that requires time and effort that many business owners don’t have to spare. If you are a business owner who wants to offer your employees the best benefits you can, it is time to talk to a ProVise CERTIFIED FINANCIAL PLANNER® professional. Several of our advisors have additional certifications specific to retirement plans.  

Our CFP® professionals at ProVise Management Group have decades of experience developing, implementing, and managing business retirement plans. We can assist your business in creating an effective plan that is beneficial for you and your employees by creating a new plan or analyzing and updating your existing plan with the ProVise Fiduciary Plan Analysis.

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ProVise Fiduciary Retirement Plan Analysis

A robust retirement plan is an integral part of a successful business. ProVise CFP® professionals can assess your business’s financial circumstances, fiduciary responsibilities, and risk-tolerance level to develop a personalized plan that benefits your employees.

Managing a retirement plan requires constant work. The fiduciary landscape is constantly evolving, and it is complicated for those without the skills and training to keep up with it. When you take on the responsibility of sponsoring a retirement plan for your employees, you have obligations to meet. Our CFP® professionals can develop a roadmap of your duties and help you create an extensive retirement plan with services, including:

Design

We examine your organization’s details and determine how to develop a retirement plan that meets the sponsors’ and employees’ goals.

Implement

Once you have a plan you like, our CFP® professionals will help you establish and maintain it. We can help you delegate responsibilities to different team members to oversee specific areas of maintaining your plan.

Educate

Our CFP® professionals can assess how your employees are responding to and understanding your team’s plan. We can also help improve how you communicate your plan to them so that they can use it more effectively.

Monitor

Our CFP® professionals can monitor your employees’ investments and update them as necessary to maximize the potential returns for their portfolios.

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ProVise Fiduciary Retirement Plan Analysis

If your business already has a retirement plan in place, you will need to check it and try to you and your employees are getting the most out of it. The fiduciary landscape changes and ensure your plan might not yield optimal returns for your employees’ portfolios and tax deductions for your contributions. 

Our 401(k) and 403(b) plan analysis helps to explain how your current plan is doing, but we don’t stop there. We can use this information to provide a strategy that can help you implement a retirement plan that’s more beneficial for your business and employees.

Our CFP® professionals offer the ProVise Fiduciary Plan Analysis, which is an examination of your current retirement plan that includes:

  • Analysis of the direct and indirect fees being paid to your current service providers

  • Analysis of the services you receive from your current service providers

  • Review of your plan’s investment funds based on a globally accepted fiduciary quality process

  • Review any gaps or deficiencies in your fiduciary oversight process

Meet the Retirement Plan Team in Clearwater, FL

We’ve spoken highly of our retirement plan consulting team, their fiduciary care, and the services they provide. Now, we’d like you to get to know them a little better. Learn more about each team member here.   

Jon Brethauer, CFP®, AIF®, CPFA, MBA

Jon Brethauer, CFP®, AIF®, CPFA, MBA

President, Principal

Tom Harrington, CFP®, AIF®, CRPS®

Tom Harrington, CFP®, AIF®, CRPS®

Senior Retirement Plan Advisor

Jonny Richmond, AIF®, CPFA®

Jonny Richmond, AIF®, CPFA®

Retirement Plan Advisor

401(k) Plans

Empower your business with a personalized 401(k) plan

Your employees deserve a retirement plan that helps them build a secure future. At ProVise, we have a team of professionals dedicated to assisting companies in developing and maintaining 401(k) plans tailored to their business needs. Our CFP® professionals bring decades of experience and a deep understanding of fiduciary responsibilities, ensuring your plan maximizes benefits for your company and employees.

We offer support through every step of the process, including:   

  • Custom plan design based on your company’s goals, values, and risk tolerance.  
  • Implementation strategies that streamline plan management to meet regulatory compliance standards.  
  • Ongoing monitoring to assess plan performance and adjust as needed for optimal employee outcomes. 

403(b) Plans

A strategic approach to your 403(b) plan

Nonprofits and public sector employers have unique challenges regarding retirement planning. ProVise specializes in crafting and managing 403(b) plans that address these needs while providing the same high standard of fiduciary care we deliver to all our clients. Our team’s expertise can help you build a retirement plan that supports your organization’s goals and strengthens your employee benefits package.  

We assist with:   

  • Creating a tailored 403(b) plan to suit your organization’s mission and financial capacity.  
  • Compliance with 403(b) regulations and helping to simplify the plan’s administration.  
  • Regular plan reviews and updates to maximize its effectiveness for your team and organization. 

Develop your retirement plan with a CFP® professional at ProVise

Your business needs a great retirement plan to help attract, reward, and retain employees. Our CFP® professionals have decades of experience helping businesses like yours develop and maintain employee retirement plans. We believe our clients continue to work with us because we not only know how to navigate the fiduciary landscape, but we also take the time to get to know your team and goals to create a personalized solution that works best for you.

We always personalize our plans based on values, goals, and risk tolerance. We will provide a personalized plan for you at a fiduciary standard of care and offer an unconditional money-back guarantee. If, for any reason, you are not satisfied with the written plan, simply return it to us, and we will refund 100% of the fee paid. Once you’re ready to work together, we will create an implementation strategy and establish a monitoring system that meets your needs.

Are you ready to talk to a CFP® professional about developing a retirement plan for your business? Contact ProVise today for a complimentary consultation.

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Retirement Plan Resources

Building a Stronger Retirement Plan for Your Employees

Building a Stronger Retirement Plan for Your Employees

Dec 4, 2024 |

Did you know that even a small percentage in fees can erode an employee’s retirement savings by hundreds of thousands over the course of their career? For employers, this means the fees attached to retirement plans aren’t just an afterthought—they’re a key factor in shaping the financial future of your workforce.

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Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.