Corporate Retirement Planning

FINANCES STILL AT WORK, EVEN WHEN THEY'RE NOT

Establishing a corporate retirement plan is a challenge facing businesses today. Furthermore, research shows that outliving retirement savings is a major concern for employees. With SKWealth, you can help them meet their lifetime income goals while meeting your fiduciary responsibilities.

Where future planning meets fiduciary guidance

With your organization’s goals and employees’ best interests in mind, we’ll help design, adjust, and maintain your corporate retirement plans.

Introducing the
Retirement Glidepath™

Our Retirement Glidepath™ provides a clear path to creating and maintaining an effective retirement plan for your company. Our systematic approach removes the guesswork as to what your duties are, allowing you to spend more time focusing on what you do best.

01 | The Plan Design

  • Whether you’re looking to attract and retain employees or simply to lower your tax bill, we’ll design a framework to achieve your goals.
  • As part of our process, we will curate a menu of quality investment options to make it easier for you and your employees to build wealth confidently.

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02 | THE LAUNCH

  • From educating handling enrollment, to educating your employees on the benefits of participating, we will handle the heavy lifting to get your plan up and running.

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03 | FINANCIAL WELLNESS EDUCATION

  • We provide ongoing communication to ensure your employees are kept up-to-date on their investments. Additionally, we’ll provide resources to help them work towards financial goals outside of the company retirement plan.

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04 | THE ANNUAL PROGRAM REPORT

  • As the plan sponsor, you want to ensure that your plan is cost efficient and effective. Each year, we’ll review the expenses, investment choices, participation rates, and provide a benchmarking report based on our findings. All of this allows you to limit your liability and focus on running your business.
  • We also use this as an opportunity to review the calendar of ongoing support that we will provide to the plan and the participants over the next year to full so that your expectations are delivered upon.

Designations Disclosure:

*Please Note: Limitations: The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SK Wealth is engaged, or continues to be engaged, to provide investment advisory services.

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