401(k) Plans for Businesses

As a business owner, you want to offer your employees a retirement plan that positions them for success while making sure you meet your fiduciary responsibilities as the retirement plan administrator. But what if your current plan is falling short?

Retirement plans are complex, and the rules are ever-changing. Given those intricacies, many business owners turn to professional managers for help in operating their 401(k) plans. But with so many options available, it can be difficult to know if you picked the right manager.

At Silicon Valley Wealth Advisors, we offer complimentary assessments of your current plan and, if the plan falls short, provide recommendations to help strengthen it. We help you answer questions such as:

  • Is my plan designed to minimize costs and fees?
  • Does my plan meet my objectives and the needs of my business?
  • How does my plan encourage my employees’ participation?
  • Does my plan minimize my responsibilities so I can focus on running my business?

Our goal is to give you confidence that your 401(k) plan is effective and efficient, and if not, to provide you with new solutions for your retirement plan needs.

Plans Custom-Tailored for Your Business

At Silicon Valley Wealth Advisors, we collaborate with businesses to design, manage and implement retirement plans that are customized for their unique needs and objectives. We don’t believe in a “one size fits all” approach, so if you decide to work with us, you can rest assured that your plan will be custom-tailored for your business.

We work for not only your best interests but for the best interests of your employees too. To encourage them to make the most of their benefits, we offer group enrollment meetings, one-on-one planning sessions, an online portal where they can view their plan and contributions, and educational resources. Their plan options are designed to be high-quality and low-cost, thus placing you in a better position to attract and retain the employees you want.

Silicon Valley Wealth Advisors is a Registered Investment Advisory firm—which means we are accountable only to you and your employees. We receive no commissions and sell no third-party products. As a fee-only firm, we design plans that are free of any conflict of interest—they are built solely for the well-being of your business and your employees.

Schedule a Complimentary Consultation

If you would like to discuss your current 401(k) plan and see how it can be improved, we offer a complimentary, no-obligation consultation. We will discuss your plan in detail and provide recommendations so you can feel increased peace of mind that you are making the right decisions for you, your business and your employees.

Contact us today:

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