Business Retirement Plans

Are you aware, California now mandates that any business with 5 or more employees must offer a retirement plan to its employees.  You have a number of options.  With our extensive experience in retirement plans, we can help you decide on the appropriate plan for your needs. If you already have a plan, request us for a no-obligation complimentary analysis of your plan.

Why Summit Edge Advisors?

  • We help business owners and employers establish a combination of retirement plans for the owners and employees from all the options available:
    • CalSavers  
    • 401k
    • Profit Sharing
    • Cash Balance
    • Defined Benefit
    • SIMPLE IRA
    • SEP IRA​
  • Sole responsibility to the Employer and Plan Participants.
  • Independent prudent advice.  Not affiliated with any service provider, e.g., recordkeeper, TPA, custodian or investment company.
  • In-depth knowledge of retirement plan options for businesses.
  • Coordinates with employer’s tax advisor.
  • Provides education to employer and employees.

​Schedule a 30-min no-obligation review with us:   

https://go.oncehub.com/RetirementPlans