Retirement Plan Solutions

Think 401(k) plans are only for big companies? Think again! Corporate-sponsored retirement plans come in many shapes and sizes to fit the needs of many small and mid-sized businesses, and often can form a strong part of a robust financial plan for owners, executives, and key employees.

At Basepoint Wealth, we work closely with decision makers at the business to evaluate the needs of the business, and those who make it work. We'll then present you with a robust strategy for plan design, implementation, service, and employee education so that you can maximize this powerful benefit.

Strategies to add value to your employees

Offering a retirement plan where employees can save is now a standard benefit. We'll work with you on customizing a retirement plan benefit that stands out and offers your employees the services they need to enhance their financial wellbeing.

Education

Online or on-site, we'll make available an array of educational opportunities to help employees learn how to build and manage their retirement savings.

Communication

Communicating with your employees about the benefit you offer, and providing them with information on things that change is key to your plan's success and helps employees feel connected to the plan, and your business.

Wealth Management

Beyond just getting your plan up and running, Basepoint Wealth offers full wealth management services to employees to assist them in achieving their goals.