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R E V I E W  A N D  R E N E W

Corporate Retirement Plans

When was the last time your Corporate Retirement Plan was reviewed?

Times have changed but your corporate retirement plan probably hasn't. New tax laws, reporting requirements, and plan options have changed the way companies offer retirement options to their valued employees. 

In-house retirement plans hold a lot of liability for the business owner as well as expenses related to administrative and reporting requirements. We want to help you alleviate some of that stress and expense by introducing you to options that may have a similar or lower cost as well as less burden to you as a business owner.

At Vernick Financial, we have the ability to offer a wide range of retirement plans for businesses which can leverage your ability to acquire and retain great employees; all while saving you money, time, and liability. Contact us for a complimentary review of your current retirement offerings.


We are excited to offer a new corporate retirement plan Option that will be available in early 2021. Learn more below.

Pooled Employer Plans - available soon