For Employers and Businesses

Your Dedicated Retirement Plan Consultant

If you are a small business owner, you likely face two important questions when it comes to retirement:

• How can I best take care of my employees?
  
• How can I best prepare for my own personal retirement?
  

Preparing for retirement is particularly essential for business owners because you are solely responsible for all aspects of retirement planning. Unfortunately, it’s something that is often overlooked as continuous investment of funds into the business takes precedence over planning for your own future.

When you partner with Somerset Hills Wealth Management, you’ll get personalized consulting from a retirement plan specialist who can help you balance your business’s investment strategy with your personal retirement plan. There are many retirement plans designed specifically to assist small business owners, including:

• 401(k) plans
  
• SIMPLE IRAs
  
• SEP-IRAs
  
• Profit-sharing plans
  

We realize there is no one-size-fits-all retirement plan solution, so our support and services are tailored to fit what’s best for you and your business and will help ensure the financial wellness of all your employees. We help you get the most out of your plan by working with you every step of the way, providing:

• Expert guidance: Consider us an extension of your HR team; we will simplify the management of your plan and allow you more time to focus on other aspects of your business.
  
• Fiduciary know-how: We follow a disciplined process that ensures that the plan is operating within the latest fiduciary guidelines, leaving you confident that you’re serving the best interests of your employees.
  
• Investment support: We help you draft an effective investment policy statement and make sure that you can offer a range of suitable products.
  
• Customized education programs: We will help your employees plan for today and save for their future with a focus on financial wellness as part of their overall retirement goals.
  

We understand that you’re busy running your business. Let us help guide you toward a comfortable and secure retirement—that’s our business. Contact us today.