Business-owner Benefits
- Maximize Investment Value
- Lower Plan Expenses
- Reduced Tax Liability
- Total Plan Compliance
- Comprehensive Personal Service
- Manage Fiduciary Exposure
- Support Employee Retention
- Convenient, Comprehensive Service Model
Your Business Is Your Future
Make the most of both with a qualified retirement plan. And find the suitable plan for your business by working with the qualified investment advisory team at CC Coaching and Consulting.
We have helped business owners across Colorado plan for success for more than 20 years. What can we do for you?
Essential Plan Elements
- Plan Design Consultation
- Third Part Administration Comparison
- Record-keeper Comparison
- Investment Policy Statement
- Investment Monitoring
- Fiduciary Compliance Assistance
- Employee Communication Program
What You Need to Know
Qualified retirement plans are a valuable employee benefit. Using a robust plan design, business owners can add valuable employee benefit and become more tax efficient.
Start Off on the Right Foot
- Choose an accredited advisor and consulting team who can help you navigate the greatest options for retirement plans.
- Ensure your advisor has the knowledge to fully manage fiduciary responsibilities for your plan – not all advisors do.
- Count on your advisor to design the suitable plan for your business, maximize tax advantage and deliver sound plan results.
- Maximize value for your company and employees with an advisor who provides comprehensive guidance for plan benefits, outcomes, and services.
Ensure That Your Advisor is Qualified to Deliver Fiduciary Knowledge
A fiduciary is is a person or organization that acts on behalf of another person or persons, putting their clients’ interests ahead of their own, with a duty to preserve good faith and trust. Federal regulations may require advisors and plan consultants to be fiduciary, but many are not equipped to manage the role properly. Business owners should research and compare advisor credentials.
How Can My Business Afford a Retirement Plan?
Contrary to popular belief, you do not have to pay a fortune in fees or commit to sizable contributions. CC Coaching and Consulting works with you to design a plan to fits perfectly into your budget and your business strategy. In addition, every plan supports employee retention, helps maximize your investment value, and reduces tax liability.
Invest In Your Success
As a business owner, you can reduce your tax liability, improve employee retention, and minimize plan fees. Maybe you cannot afford not to have a company retirement plan.
