Employer Sponsored Retirement Plan Services

Customized to Your Business

Your business is unique and constantly evolving. If you’re like many business owners, your employee retirement plan may look essentially the way it did when you first introduced it. If you’re a newer business owner, you may have considered setting up a retirement plan but haven’t yet explored the options. We get it – as a business leader with countless other priorities, it can be difficult to devote the time needed to set up or manage a retirement plan yourself. And with so many options – 401k, SIMPLE IRA, 457, SEP, Profit Sharing and more – it may not be clear which type of plan would work best for you.

At Darnall Sikes Wealth Partners, we help businesses of all sizes design and implement customized, tax-deferred, and easy-to-navigate retirement plans of all types. With our retirement planning services, we serve as the financial advisor and as your plan’s quarterback, coordinating the activities of all parties involved – your third party administrator (TPA), the recordkeeper, the owner and the participants in your company plan.

Sharp focus, fresh perspectives

We have a dedicated team who helps clients plan, design, and service qualified retirement plans. Because we’re independent advisors with no proprietary funds to sell, we’re able to provide you with the experienced and unbiased guidance and advice you need for your employer sponsored retirement plan, including:

  • In-depth consultation and custom plan design to support business owner goals
  • Independent, unbiased selection of service providers
  • Creation and implementation of a custom Investment Policy Statement
  • Selection of plan investment options
  • Helping you understand your fiduciary responsibilities
  • Employee education and financial planning, provided in-person or remotely
  • Quarterly monitoring and analysis of your plan performance and efficiency
  • Ongoing structured fee benchmarking.

Born out of a CPA firm, we offer cost-effective, tax-smart employer sponsored retirement plan services that not only meet your business’ needs, but also enable your plan’s participants to take full advantage of the latest retirement plan choices. We manage business retirement plans end-to-end so you don’t have to.

Let’s talk

We offer a free, no-obligation initial consultation and review of your existing plan including the fees you’re being charged, your plan design, the level of service you’re receiving, and the specific investment options your plan offers. To start the conversation, please contact us.