Employers
We help design customized retirement plans to fit your company’s unique needs and align with your organization’s goals.
How does Plan Integrity Partners (PIP) assist you as an employer?
PIP’s expert retirement plan professionals work with you to design the best retirement plan customized for your company. We help manage your day-to-day aspects of your plan, guide you through the complex regulations and keep you your plan up to date with the ever-changing Department of Labor plan rules and regulations.
Deciding whether to offer a retirement plan benefit to your employees?
Here is an overview of the steps for starting a defined contribution plan (401k/403b). The parties below are typically involved in creating and operating defined contribution retirement plans.
- Choose a third-party administrator (TPA) – that’s us!
- Work with a financial advisor – they will help you select a recordkeeper and/or investment provider. They may also help you select the other parties in this list.
- Recordkeeper and/or investment provider – where your employees may access their account, potentially make investment selections, receive statements from, etc.
Looking for retirement plans that will allow you to save even MORE?
- Does your plan have a Profit Sharing provision? This provision allows you to make non-discretionary contributions to owners and employees. It is also a great way to recognize and encourage employees for a profitable year.
- Looking to accelerate retirement savings and your business could benefit from larger annual tax deductions? A Cash Balance Plan might be a great solution.
Need a succession plan, liquidity or diversification?
- If your company is profitable with strong cash flows, let’s talk about whether an Employee Stock Ownership Plan is right for you and your company.
Your Trusted Third-Party Administrator
As your TPA, Plan Integrity Partners will work with you, your financial advisor and/or accountant to understand your organization’s employee demographics, financial resources, business goals and tax objectives. We will help design a customized retirement plan to fit your company’s unique needs and aligns with your organization’s goals.