Our Services

 

For Small Business Owners & Plan Sponsors - you want to make sure your company's retirement plan is a great benefit to your company and educating your employees on this great benefit is a big responsibility. Yet there are number of considerations to think about when offering an employer sponsored retirement plan like which retirement plan vendor to choose, is the plan design right for your company, which investments do you offer in the plan, what are your fiduciary responsibilities and how do you educate your employees on the benefits of your retirement plan.

This can make offering an employer sponsored retirement plan unsettling and concerning. Let One Retirement Source navigate you through these challenges with our 4-Core Service Model:

 -  Plan Design Consulting

 -  Fiduciary Analysis

 -  Investment Due Diligence

 -  Employee Education

 

We can assist with various plan designs to best suit your company's retirement savings needs:

  - 401(k) Plans

  - 403(b) Plans (for non-profit organizations)

  - Profit Sharing Plans

  - ESOP's

  - Non-Qualified Deferred Compensation Plans

  - Open and Closed Multi-Employer Plans (MEP's)

  - Defined Benefit Plans (Pensions)

  - Money Purchase Plans

 

We are also very well versed in assisting plan sponsors on converting Simple, SEP and SAR SEP IRA's to a qualified retirement plan (401k, 403b, etc.).

 

For Plan Participants & Individual Investors - our goal is to make sure you are maximizing your retirement benefits no matter what stage of life you are in. We have the tools, resources and solutions to help you whether you are:

 -  Just starting your first full time job

 -  Getting ready to buy a home

 -  Getting married and starting a family

 -  Preparing for retirement 

 

We can educate you every step of the way!