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For Employers

Having a Great Retirement Plan Doesn’t Have to Be Difficult or Expensive

We understand you have a business to run and have neither the time nor resources to research the myriad of different plan options and strategies that are available. At Greenberg Financial Group, we explore with you the combination of plan designs that will optimize a 401(k) plan to best suit your objectives.

Our team prides itself on it’s innovative approach to dealing with difficult problems, as well as establishing and maintaining effective retirement plans for both employer and employee. Use our expertise to help you structure a 401(k) that will give you the flexibility and benefits you need. Let Greenberg Financial Group do the heavy lifting.

Create a Simple and Efficient Retirement Plan

Offering your employees a simple and easy to use retirement plan gives them security and peace of mind. However, educating your employees on how to take advantage of their benefits and how to save for retirement is as important, if not more so, than offering a retirement plan in the first place

When you have a 401(k) plan that is easy to create and administer, you save time and and get a clear understanding of how well your plan is working. When you have an effective plan in place that satisfies your objectives, you have the satisfaction of knowing that the needs of owners and employees alike are satisfied.

Simplify your Retirement Plan

A Team You Can Trust

At Greenberg Financial Group, we evaluate and pinpoint the objectives that management seeks. Utilizing teams to create distinctive solutions, whether it be issues with discrimination testing, maximizing owner contributions, fiduciary concerns, administrative, service, investment, or cost issues, we can customize retirement plans that will address your specific concerns. With substantial resources available, we can help you navigate through the various types and designs of retirement plans.

We provide an objective perspective through a transparent process to either create or modify your existing plan to provide you the best balance of customized benefits, services, and costs.

Reduce your Liability