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Retirement Plan Consulting Services

Offering a great retirement plan to your employees while adhering to the changing fiduciary landscape has never been more challenging. That’s why business owners and plan sponsors who want to provide retirement benefits to their employees turn to CSPW.

A retirement plan can provide substantial tax savings while helping the business attract and retain key employees.

CSPW assists business owners and plan sponsors identify a retirement plan that supports their business needs including; Simplified Employee Pension (SEP) IRAs, Savings Incentive Match Plan for Employees (SIMPLE) IRAs, 401(k) plans, SIMPLE 401(k), Solo 401(k), Cash Balance plan, Non-Qualified Deferred Compensation plan, and 403(b).

Download Fiduciary Checklist

Copper Square Private Wealth can help business owners & plan sponsors:

  • Evaluate start-up retirement plan options and tax credits

  • Develop an investment policy statement

  • Provide investment expertise

  • Facilitate provider requests for proposal (RFP)

  • Assist with service provider selections

  • Oversight of conversions

  • Facilitate performance reviews

  • Provide participant education