Defined Contribution Services
Offering your employees flexible, tax-deferred defined contribution plans empowers them to invest in their financial future in their own way. We’ll help you design and manage a plan that supports your organization and employees.
Helping You Help Your Employees with Retirement Planning
While defined contribution plans place less risk on employers than pension plans, there are still stringent responsibilities. Do you know what they are? Are you sure you’re offering your employees the most cost-effective plan? How much can you afford to match their contributions? Your Rothschild Financial Partners consultants will answer these questions and help you manage your retirement plans with confidence.
Offer Investment Choices
Remain
Compliant
We help plan sponsors understand their fiduciary responsibilities, evaluate plan-related agreements and identify potential conflicts of interest.
Promote
Participation
Thoughtful plan design can help encourage participation while balancing administrative considerations and costs.
Customized Defined Contribution Services
We help organizations evaluate and implement defined contribution plan strategies tailored to their needs. Whether your organization is a small start-up, an established corporation, or an impactful non-profit, we’ll help you implement traditional and Roth plans.
401(k) Plans
We help evaluate plan design considerations, including employer contributions, vesting options and nondiscrimination testing requirements.
403(b) Plans
Defined Contribution Advisors Serving Organizations Nationwide
Rothschild Financial Partners works with businesses and nonprofit organizations to help them provide retirement plans that support their employees’ long-term financial goals
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A Different Kind of Wealth Firm. Already Operating.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
