Meeting the retirement needs of you, your business and your employees.
As an employer, making the most of your business’s sponsored employee retirement plan can be a big challenge. The Retirement Plan Group at D.A. Davidson & Co. collaborates with you and your D.A. Davidson financial professional to provide your employee retirement plan with marketing, education and sales support for qualified and non-qualified plans.
Plans include: 401(k)s, SERPs, SEPs, Traditional IRAs, SIMPLEs, and Roth IRAs.
Foster and encourage employee retention by offering your employees the opportunity to build their financial futures through retirement savings.
Offering benefits above and beyond those covered in other retirement plans, Supplemental Executive Retirement Plans (SERPs) can be a useful retirement tool for you and your executives.
Simplified Employee Pension IRAs offer simplicity and flexibility via a straightforward and cost-effective plan.
One of the most common retirement savings tools, a traditional IRA allows you to save now and pay taxes later.
While the administration is simple and costs may be low, a SIMPLE IRA plan can be anything but simple.
Education begins at home, but when is the right time to teach your child about money?
Learn more about the IRA qualified charitable distribution provision and how it may help your philanthropic endeavors.
The expertise of our Retirement Plan Group, working alongside your financial professional,extends beyond recommending suitable plans:
Investment Policy Review
Plan Participant Education
Enrollment Meeting Assistance
Income Planning Tools
Plan Fee Analysis
Small Business Presentations