Company Retirement Plans
As a business owner, you take a great responsibility in helping your employees plan for one of their biggest goals in life: retirement.
At DeFilippis Financial Group®, we offer assistance for business owners in developing, designing, and maintaining retirement plans that can help attract and retain excellent talent. Our process of assessing and benchmarking your current plan, analyzing the details, and doing our due diligence on the best options for you, will help you manage the load of a corporate retirement plan.
Once we’ve found the solutions we feel are best for you, we will assist you in developing your investment strategy, managing your liabilities, educating your employees, and managing the ongoing administration of your plan.