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RETIREMENT AND PENSION PLANS


 

 

 

As a business owner; you are busy running your business and trying “to make a buck.” Time is in your hands; yet,       employee benefits and retirement issues seem to get pushed to the back burner.  We can help take these burdens off of you and allow you to concentrate on running your business.  Chartwell can recommend a wealth of retirement plan vehicles to meet your company and your employees’ needs.  We have a deep reservoir of “back office” and “boots on the ground” support to give your company and its employees the tools to structure a plan that meets the company’s needs while meeting your employees’ retirement objectives. There are many different plans: 401 Ks, Simple IRA’s, SEP IRA’s, qualified, non-qualified, ESOPs, 457s, 403(b), and the list goes on and on and the regulations are always changing.

As a business owner, you want to keep and retain good employees and give them an incentive to come to work for your company and to stay there. Employee turnover costs money. We can help structure plans that attract and retain employees and give key employees incentives to stay; including and most importantly access to how their money is being managed. Disability and life products can give your employees peace of mind and a feeling of security which is good for your business. After we help you structure a plan, we do not “go on to the next deal,” but we stay involved with you, your human resource department and most importantly your employees to monitor their  retirement and investment objectives. We offer seminars that make your employees know that your company cares about them, their family and their futures.  While your competition is sticking their heads in the sand and avoiding their employee needs, we are your partners, and we help you and your employees stay on top of these critically important issues.

The success of any service oriented business involves outstanding customer service and the ability to provide the resources and tools to help your client. These elements can be brought to your business through Chartwell and its  affiliation with best in the industry providers.