Corporate Retirement Plans That Work

As a Plan Sponsor, you need more than just compliance. You need a partner who helps you meet your fiduciary responsibilities while empowering your employees to build a confident retirement. That’s where we come in.

We help you answer the questions that matter:

  • Is our current 401(k) plan running efficiently and cost-effectively?

  • Are our fees competitive compared to others in our industry?

  • Does our plan help us attract and retain top talent?

  • Are our employees on track with their retirement savings?

  • Are our owners and key executives maximizing their tax advantages?

  • Do we have the right tools and support to manage the plan—and to guide our employees?

Every business is different. Every retirement plan should be too. At Simplicity Financial Planning, we tailor solutions to fit your goals, your team, and your culture—backed by ongoing support and a commitment to excellence.

A white background with black text listing services for plan sponsors, including plan design consulting, fiduciary support, trustee review meetings, fee disclosure review, comparative benchmarking, vendor review and management, and investment policy statement review.

Services

Information for participants about plan enrollment, group education workshops, financial wellness program, retirement readiness, one-on-one financial counseling, and phone/email support.

Types of Qualified Plans

Defined Contribution Plans

401(k) | 403(b) | Profit Sharing | Simple IRA | SEP IRA

Defined Benefit Plans

Fully Insured Plans | Traditional Defined Benefit | Cash Balance

Schedule a Review

Our Process

  • Checklist with a magnifying glass showing a bar graph.

    Plan Assessment

  • Line drawing of gears interconnected in a gear cycle, with circular arrows around them indicating a continuous process.

    Plan Optimization

  • Line art illustration of a person with multiple check marks above, surrounded by a gear at the bottom, symbolizing management or productivity.

    Vendor Review & Management

  • Line drawing of four people holding hands in a circle, forming a puzzle piece shape.

    Employee Engagement

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    Review & Monitor