It’s not personal. It’s business.

Whether you have a 401(k) Plan, a 403(b) Plan, or another plan type, retirement plans can be one of the most rewarding, but also frustrating areas of business operations. With many complexities, regulations, and moving parts, we have the expertise to help you run your retirement plan efficiently.

Business Retirement

A corporate retirement plan is the primary vehicle business owners and employees use to save for retirement, making it vitally important to the financial success of many. With extensive experience assisting business owners and executives with retirement plan operations, we can evaluate an existing plan or develop a new plan to meet the needs of you and your employees.

▸ERISA 3(38) Fiduciary

Signing onto your plan as an ERISA 3(38) fiduciary means we take on the discretionary responsibility to manage your plan’s investment options. Removing this fiduciary liability from you as the owner or trustee frees you to spend time on what you do best – running your business.

▸Investment Selection and Monitoring

Building an investment lineup that covers all major asset classes and management styles of both the equity and fixed income markets. Rigorous screening and evaluation of investment options with periodic review and performance tracking.

▸Employee Enrollment and Education

Providing enrollment guidance and on-site or virtual retirement plan education meetings for new and existing employees.

▸Pricing and Fee Analysis

Reviewing investment and recordkeeping fees with benchmarks against other providers and plans in the industry to ensure fees remain competitive.

▸Recordkeeping Selection

Evaluating recordkeeper/investment custodian, as this can be critical to the health and legal compliance of your plan. Selecting provider with the technology platform that will provide you and your employees with a user-friendly experience and excellent customer service.

▸Plan Structure and Design

Working alongside your Administrator to assist in designing your retirement plan with the features that make sense for your business. Advising on employer match, profit sharing, eligibility, and other plan options to tax optimize your retirement savings.

Start the journey...

Ready to embark on your journey towards financial freedom? Complete the contact form below to schedule a meeting with one of our advisors. Together, we’ll create a customized plan tailored to your unique needs.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of PeakValley Wealth, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by PeakValley Wealth, LLC a Registered Investment Advisor in the States of VA & WV. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of VA & WV, or where otherwise legally permitted. Content should not be viewed as an offer to buy or sell securities, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. PeakValley Wealth, LLC is not engaged in the practice of law. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to ours. Images and photographs are included for the sole purpose of visually enhancing the website.

© 2024 PeakValley Wealth, LLC | All rights reserved.

Important Notice

You are now leaving the PeakValley Wealth, LLC Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website.

Schwab is a registered broker-dealer and is not affiliated with PeakValley Wealth, LLC or any advisors whose names appear on this Website. PeakValley Wealth, LLC is independently owned and operated. Schwab neither endorses nor recommends PeakValley Wealth, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any adviser. Schwab has agreements with PeakValley Wealth, LLC under which Schwab provides PeakValley Wealth, LLC with services related to your account. Schwab does not review the PeakValley Wealth, LLC Website, and makes no representation regarding the content of the Website. The information contained in the PeakValley Wealth, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.