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Business Owners

Offloading Your Employee Retirement Plan

Offloading Your Employee Retirement Plan

Running a business is a 24/7 commitment, and you juggle dozens of activities every day. Companies often find it beneficial to outsource certain tasks to third-party vendors, including things like payroll, auditing, marketing, and HR, to name a few. Outsourcing services can save time and money and improve productivity. It's no different with your 401(k) plan. Many companies are outsourcing plan administration for additional reasons such as:

  • Reduced liability
  • Increased objectivity
  • Fewer conflicts of interest
  • Increased service levels

Osaic Advisors can provide fiduciary services for your employer-sponsored retirement plan, acting as your trusted advocate, handling the details so you can run your business. Our intention is that each decision regarding your company’s retirement plan is aligned with your company’s goals and what’s best for your plan participants. This includes selecting quality investment options, monitoring performance, and ensuring the plan stays compliant with changing regulations.

Take advantage of:

Retirement Planning

Qualified plans can help both owners and employees build financial independence. We can help build and manage 401(k)/403(b) defined contribution plans, defined benefit pension and cash balance plans, profit sharing/money purchase plans, SIMPLE IRA and SEP IRA plans, as well as Solo(k)/Individual 401(k) plans.

Executive Compensation Planning

We work with you to design tailored executive compensation packages that may include supplemental pension plans, deferred compensation arrangements, executive bonus plans, and other compensation. These programs provide the ability to motivate key employees and executives with financial incentives to help retain and reward your team’s most valuable members.

Business Planning Services

  • Corporate-Owned Life Insurance
  • Succession Plans
  • Buy / Sell Arrangement Funding
  • Key Person Insurance
  • Qualified Plan Design & Installation
  • Executive Compensation Plans

Get to Know Us

As your advocate, Osaic Advisors' mission is to simplify complex financial concepts, so you feel informed and confident about where you are today and where you are headed in the future.

Addressing the Needs of Individuals & Families