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Corp Retirement Plans

Built for your firm and your employees.

Corporate Retirement Solutions
  • Profit sharing plans
  • Defined benefit plans
  • 401(k) plans
  • IRAs (individual retirement accounts)
  • SEP (simplified employee pension) plans
  • SIMPLE IRAs
  • Solo 401k
  • 403b
  • Non-Qualified Plans
  • Cash Balance Plans

A well-chosen retirement plan is one of the most valuable benefits that business owners can provide--both to themselves and to their employees. We provide the guidance to help you choose a plan that will build and protect wealth most efficiently and cost-effectively.

bullet image Plan Selection

Because we understand the ins and outs of different kinds of retirement plans, we are able to accurately match particular plans with your specific goals.

bullet image Employee Education

We also provide education to help employees make the most of the plan you've chosen to provide. And our advisory services are available to help individual clients reach investment goals within their retirement accounts. Our guidance includes:

  • Asset allocation: How to diversify your portfolio across asset classes to help achieve your goals with the least possible risk.
  • Investment recommendations: We provide guidance about choosing individual funds and other investments within your asset allocations.
  • Rebalancing: Market changes and other factors can push your asset allocation from its original balance. We monitor your portfolio and recommend periodic rebalancing to ensure you maintain an optimum mix of investments.

We proudly serve as our clients' advocate in both selecting a retirement plan and making sure that it's used to its maximum benefit.

bullet image Power Financial Partners’ Super PEP

If you are looking for a Simple and Easy to Implement solution that minimizes your day-to-day involvement in managing a 401k and reduce your hard dollar expenses for operating a 401k, we have the solution for you. Power Financial Partners Choice Pooled Solutions

bullet image Colonial Surety Company

Power Financial Partners works with Colonial Surety Company to help client obtain ERISA Bond coverage. This helps Power Financial Partners keep track and help increase your coverage in the event you are out of line with required federal law mandates for coverage. Colonial Surety Company

Let's Talk
We offer a complimentary "Get Acquainted" meeting to describe our services and to see if our services are right for you.
Contact Us
  (813) 212-2125