Small Businesses
Are You Attracting and Retaining Top Talent at Your Small Business?
There are many reasons small businesses benefit from offering a workplace retirement savings plan to their employees, from tax breaks to employee retention. Here are some important points to keep in mind as your organization considers offering this benefit:
- A retirement plan is more affordable than you think.
- The administrative burden is minimal.
- Existing tax legislation reduces the cost of starting a workplace retirement savings plan.
- Retirement benefits attract and retain high-quality employees.
- It can help secure your own retirement.
Working with Amling Investments
Amling Investments makes the process of establishing and managing a small business retirement plan simple and straightforward. Upon selecting Amling Investments, your organization will be assigned a Personal Wealth Advisor that will work with the organization to craft a timeline and procedure for implementation, as well as be available to answer any questions at any time.
The implementation process is three-fold:
- Your Personal Wealth Advisor will conduct in-person meetings with each eligible employee in your office.
- Your Personal Wealth Advisor will design a custom investment portfolio for each employee.
- We will coordinate employee and employer contributions with your payroll provider.
Amling Investments also provides ongoing support throughout the life of our professional relationship with your organization. Your Personal Wealth Advisor is available at all times to answer questions from management, employees, or third-party vendors (payroll, accountant, etc.) about the retirement plan. As new employees are hired, we will initiate the same enrollment process. And we offer an annual organizational meeting to discuss portfolio performance and outlook for the coming year.
Contact us to schedule a no obligation consultation today.