An employer-sponsored retirement plan is a tool that can help business owners attract and retain talented employees. After all, one of the best ways for us to show employees that we value their future with us, is to invest in it.
While we understand the value of offering a retirement plan, many of us do not have the time needed to properly manage one. The key to minimizing our role in the program is to find a company with a strong and responsive administrator who can manage it for us. This person will not only take care of our questions, but also provide assistance to employees on enrollment and investment selections.
Retirement planning is essential for us as the business owner as well. While many of us are inclined to invest all of our money back into the business, we should make sure our investments are properly diversified so we are prepared for our financial future.
Business Considering a Plan:
Business with an Established Plan:
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent, registered broker/dealer. Securities offered through Raymond James Financial Services are :
This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James Financial Services, Inc. Privacy Notice.
Isabella Bank and Isabella Bank Investment & Trust Services is independent of Raymond James Financial Services, Inc. Trust Services are not affiliated with Raymond James Financial Services, Inc.
- About Us