business retirement plans

As a business owner, you know what’s good for your company. And as professional business advisors, we know what makes an employee retirement plan good for you, your people and your bottom line.

For existing Market Street clients who own small- to medium-sized businesses, we offer consultation on business retirement plans. Our team offers a wide variety of services to cover all the bases of a well-designed retirement plan.

Want to kickstart your business retirement plan? Start with a wealth management relationship with Market Street.

you’re one-of-a-kind. we respect that.

In today’s job market, employees can afford to be choosy. So why not offer a benefits package that’s too good to pass up? We help you build and maintain a well-designed employee retirement plan that attracts better, more loyal talent.

We don’t do cookie-cutter retirement plans. Your industry, the size of your business, your vision — when we put together your retirement package, we focus on the things that make you, well, you. You’ll end up with a customized plan that fits your business like a glove.

we vet third-party administrators

Researching independent, third-party administrators (TPAs) can be a real chore, and you’ve got enough on your plate as it stands. We evaluate TPAs that offer open investment fund architecture and fee transparency, so it’s easier to choose the right fit for your company.

we help to boost your plan participation

Knowledge is power. We offer employee education, so your people know about all of the great benefits your plan has to offer, and how to take advantage of them. We make it a snap to get onboarded and make the most of your benefits plan.

you’ve got pros in your corner

When the going gets tough, call on Market Street for a professional recommendation. Our experts can recommend a menu of investment funds that include diversified asset classes and no-load fund families. That’s a fancy way of saying we help you make the most of your money.

we’re always watching

But not in a creepy way. With continuous monitoring of fund performance, we’ll always have our fingers on the pulse of your plan’s efficacy. That way, we can offer specific recommendations for changes based on shifts in the market.

we help manage your risks

Some risks are unavoidable — that’s part of being a business owner, no matter what industry you operate in. But with Market Street at your back, we can minimize the potential of plan sponsor liability in case things hit the fan.

we’re as hands-on as you want us to be

When it comes to your success, we’re in it to win it. If you want to make this thing official, we can even sign on as a co-fiduciary to your plan. Working together, we help drive the success of your plan — for your business and your employees.

Please Note: The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement. Neither Market Street, nor any of its employees, serves as an attorney or accountant. Accordingly, neither Market Street, nor any of its employees, prepares estate planning documents or tax returns.

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