Retirement Plans

GageWiley serves the needs of individuals, business owners, and corporations in establishing and maintaining effective retirement plans for themselves and their employees. We offer a comprehensive range of services, including:

• Evaluating the best retirement plan for your needs—SEP-IRAs, pension and profit-sharing plans, 401(k) and 403(b) plans, money-purchase and defined-benefit plans.
• Helping you identify an appropriate plan, investment choices, and administrator.
• Monitoring your plan to make sure that the components are performing optimally.
• Working with your benefits staff to comply with all ERISA fiduciary responsibility requirements.
• Conducting periodic seminars for plan participants to help them make sound decisions. This helps to satisfy 404(c) requirements.
• Updating of plan documents to meet IRS requirements.

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