Retirement Plan Services

Retirement PlanningNow more than ever, employees are seeking out companies that can offer a secure, comfortable future. Beyond the salary negotiations, a large part of this decision-making process lies in key benefit offerings such as 401(k) and 403(b) retirement plans. Employers that offer these plans are in a much better position to build – and retain – a strong, competitive workforce.

In the process, these employers take on a greater fiduciary role, which is outlined in the Employee Retirement Security Act of 1974, the Department of Labor and the Internal Revenue Service. Compliance with regulations set forth by these agencies, when combined with managing a plan that serves the best interest of employees, can understandably be overwhelming. For these reasons, Sikich offers customized, open-architecture plans, as well as education and training; assessments; prudent investment practices; discretionary trustee services; and full, transparent fee disclosure to guide employers in creating competitive, mutually-beneficial plans.

Read this month's Sikich Retirement Plan Newsletter now!

For access to common forms used during the plan year, please click here.

Our Solutions

Plan Design & Administration
Create a plan that balances the goals of the organization and its employees to attract and retain top-notch staff.
Plan Fiduciary Services
Receive a customized retirement plan solution in any stage of the process from plan design, implementation to fiduciary monitoring for your organization.
Participant Services
Measure the success of your plan and determine if it is helping your employees achieve maximum retirement security.



Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor.

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