Retirement-plan decisions for owners and employees.
We work with small-business owners on retirement plans, particularly 401(k) plans. The conversation includes what the business can spend, what the owner wants to save and how a plan may fit employees' needs.
Plan costs and contributions.
We discuss costs, contributions and employee benefits when reviewing a retirement plan.
- What will the plan cost?
- How much can the owner contribute personally?
- What contributions may be required for employees?
- How might a retirement benefit support employee retention?
A focus on retirement plans.
Brad holds the Qualified Plan Financial Consultant, QPFC, designation. Small-business retirement plans are one of Howard Wealth Management's core service areas.
Questions clients ask.
Do you work with small-business 401(k) plans?
Yes. Small-business retirement plans, especially 401(k) plans, are one of the firm's core service areas.
Can we discuss owner and employee contributions?
Yes. How much an owner can save and what the business may need to contribute for employees are questions we discuss.
Discuss your investments or retirement plans.
Contact Brad or Fran to arrange a conversation.
Get in touch