Broker Check

The Integrated 401(k)™

Business staff photoYour employees are as concerned about their retirement savings as anyone else. As their employer, you are in a unique position to make a difference, not only for them, but also for your company. Did you know that there are additional pre-tax savings opportunities available especially for business owners? The team at Phronesis Wealth Management is here to help.

How Does Your Company’s 401(k) Plan Match Up?

We can benchmark your plan to make sure it is addressing your needs now, as well as in the coming years. Get a second opinion on the health of your company’s retirement plan.

Ask yourself:

Am I happy with my retirement plan’s performance?
Is my employee plan actually providing sufficient benefits?
Are we in full compliance with ERISA regulations?
Will the current tax law changes impact my business?
Are we providing the required employee education programs?

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified professional.