401(k) Retirement PLan Consulting

Retirement Plan Consulting Services

As a young advisor in 1982, Bill Gettings, CFP® was a pioneer in the retirement plan space, helping a suburban Chicago paper company set up one of the first-ever 401(k) plans in the Midwest. Since then, our firm has continued to guide our corporate and business clients through the process of selecting the right retirement plan for their company. We understand that managing a company retirement plan can be complex and time-consuming. Our retirement plan consulting services are designed to help businesses optimize their retirement offerings, ensure compliance, and support employees in achieving their financial goals.

Why Choose Us?

Our expertise provides perspective. We understand that retirement plan expenses and features can vary widely, and we’re here to help you navigate these complexities. Whether you’re starting a new plan or optimizing an existing one, we ensure your plan is reviewed regularly and remains aligned with your goals.

How We Help

• Custom Plan Design: We assist in selecting investment options, administrative services, trustees, and advisory solutions tailored to your business. For existing plans, we provide a thorough review of features and costs to give you an honest assessment.

• Smooth Rollout: From start to finish, we collaborate with your team to implement and maintain a seamless retirement plan. Acting as your advocate, we ensure everything operates smoothly.

• Employee Education: Rolling out a new plan can be challenging for employees. Our team provides clear enrollment guidance and ongoing education, ensuring employees fully understand their benefits.

• Trusted Partnerships: With long-standing relationships with top administrative and record-keeping firms, we connect you with the right partners for your needs.

Retirement Plans We Offer

• 401(k) Plans

• Cash Balance Plans

• Defined Benefit Pension Plans

• Profit-Sharing Plans

At Gettings Reed Financial, we’re committed to simplifying the retirement planning process for businesses while ensuring employees feel confident about their financial futures. Let us help you find the right plan for your company!