401(k) Plans for Businesses
Managed by Blue Rock 401(k) Group
Maximize Your Business Success with Tailored 401(k) Plans for Your Employees
We understand that creating a corporate retirement plan can be challenging. That's why we are dedicated to helping businesses find the right plan that best suits their employees' needs. We work with companies of all sizes, providing expert advice and tailored solutions to ensure that the retirement plan meets regulatory requirements and offers maximum benefits to employees. With our guidance, you can rest assured that your retirement plan is in good hands.
Ways We Partner with You to Achieve Your Goals
For Employers
STREAMLINE YOUR COMPANY RETIREMENT PLANS
- Education: Strategy, Implementation, Education Policy Statement
- Investment Consulting: Selection, Monitoring, Investment Policy Statement
- Fiduciary Fitness Program: Fiduciary Education, Process & Compliance, Fee Benchmarking
- Retirement Plan Design: Analysis, Goal Setting, Customization
For Employees
TAKE CONTROL OF YOUR RETIREMENT WITH EMPLOYEE-FOCUSED 401(K) PLANS
- Retirement Readiness: Deferral Amounts, Monitor Progress, Goal Setting
- Investment: Asset Allocation, Fund Analysis, Fund Selection
- Financial Planning: Newsletters, Seminars, Key Executive Planning
- Resources: Blue Rock Advisors, Professional Education, Provider Material
Invest in Your Team's Future
As a business owner, you have a responsibility to provide your employees with a secure financial future. One way to achieve this is by offering a comprehensive 401(k) plan that meets their needs. At Blue Rock Financial Group, we specialize in designing and implementing customized retirement plans that help businesses attract and retain top talent.
Through our corporate retirement planning process, we help you:
- Tailor your plan to fit your unique needs: Our flexible plan design options, such as matching and vesting, ensure your retirement plan aligns with your goals.
- Stay compliant and limit liability: You can have peace of mind knowing that you have an expert partner who will help you navigate regulatory requirements and minimize your legal exposure.
- Receive ongoing support: Our dedicated account managers are committed to overseeing the set-up process of your retirement plan and providing continuous support to ensure its success.
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Financial Planning
5 Sophisticated Tips to Take Your 401(k) to The Next Level
Your 401(k) is an excellent tool that provides you with an enormous opportunity to save for retirement. But like any tool, you only get the maximum benefit if you use it to its full potential. Are you making the most of yours? Here are five powerful strategies to help bolster your 401k. 1. Max Your Company Match Let’s start simple—if... READ MORE
Shift Your Focus to Your Business, Not Your 401(k) Plan.
Our team of advisors can assist you in creating a 401(k) plan that is tailored to your business's specific needs and goals. We'll work with you to identify the best investment options, minimize administrative burdens, and ensure compliance with regulatory requirements. By providing your employees with a top-tier 401(k) plan, you can help them achieve their retirement goals while also boosting your company's overall financial health.
1
DETERMINE YOUR BUSINESS NEEDS
The first step is to identify what type of plan best suits your business's needs. Consider factors such as the size of your business, the number of employees, and the level of employer involvement you prefer.
2
PLAN DESIGN
We'll work with you to design a customized 401(k) plan that aligns with your business's goals and needs. This includes selecting contribution options, vesting schedules, and other plan details.
3
DETERMINE ELIGIBILITY
Decide which employees will be eligible to participate in the plan. This includes determining how long an employee must work for the company before they are eligible to participate.
4
SELECT INVESTMENTS
You'll need to choose the investment options that will be available to your employees. Consider a range of options that meet your employees' needs and investment goals.
5
EMPLOYEE EDUCATION
We'll be working with your team to explain the 401(k) plan, including how it works, what their options are, how to enroll, and how to invest.
6
MONITOR & REVIEW
Once the plan is in place, it's essential we monitor and review it regularly to ensure that it remains effective and meets the needs of your employees. This includes reviewing investment options, fees, and performance, as well as making any necessary updates or changes.