Employer Sponsored Retirement Plans

Get a specialized solution for your employer sponsored retirement plans.

Offering top-tier retirement plans to your employees is a great way to recruit and retain top talent, but a retirement plan can also provide additional benefits to you and your organization.

Our Eide Bailly Financial Services retirement plan consultants and Eide Bailly CPAs are trained to help you see the big picture and know that retirement plans are not only an important component of a talent recruitment and retention strategy, but also the source of significant tax advantages for you and your employees. From farmers to medical professionals, we help business owners find retirement solutions for themselves and their employees. In addition to implementing new plans, we will review existing plans to determine if your (and your employees') needs are being met in a way that keeps fiduciary responsibility top-of-mind.

Explore Related Offerings

Financial Services Financial Planning Insurance Services Investment Services Wealth Planning

Working Together

EDUCATION

We help employees understand the value of saving and investing and the importance of managing risk. This will help bolster their ability to make their own financial decisions and focus on their long-term goals.

INDEPENDENCE AND FEE TRANSPARENCY

A team of independent service providers offer you more choice and flexibility. Fees and expenses are disclosed up front, so you’ll always know the true cost of your plan.

CONSULTATIVE SUPPORT

We’ll work closely with you and your key advisors to determine the right plan for your organization, helping you minimize costs and maximize tax efficiency.

RISK MANAGEMENT

Business owners can reduce their fiduciary liability by delegating investment selection and monitoring and replacing plan investments to an ERISA 3(38) fiduciary.

What We Offer

As a CPA-based financial services firm, we take a different approach to employer sponsored retirement plans. A thorough review of your current plan documents and records allows us to identify opportunities to optimize this key benefit. We’ll evaluate the plan-related tax deductions available to your business, as well as the tax-deferred savings available to you personally, to decrease your overall tax liability.

Seemingly small choices can have a big long-term impact on both your taxes and your own tax-advantaged savings. As a retirement plan consultant, we’ll work closely with you on the design, implementation and administration of your plan to create a solution that’s truly customized for your needs.

Whether you already have a retirement plan in place or you are starting from scratch, our specialists will consult with you on a variety of details that may impact the value of your plan and provide you with scenarios that can help you evaluate your options moving forward.

We will support you with:

Tax efficient plan design and consulting.
Plan benchmarking and fee analysis.
Investment due diligence.
Participant education and communication.

Why Choose Eide Bailly to be your Employer Sponsored Retirement Plans Partner?

Independent and Objective Financial Advice
Evidence-Based Investment Philosophy
Knowledgeable professionals who understand your business

Inspired Perspectives 2023

Interested in learning more about growth and success, compliance issues, the year ahead and more? Join us for one or all of our educational/informational webinars designed to keep our clients, colleagues and friends informed on innovative business and tax strategies. The tools and resources presented will help individuals and organizations make informed decisions and remain successful in a competitive and ever-changing marketplace.