Your question: Growing Companies (25+ Employees)

Answer:

As your company scales, so do your retirement plan needs. Larger teams benefit from flexible contribution designs, automated enrollments, and compliance support.

Best For:

  • Mid-size Healthcare Groups
  • Higher Education Departments
  • Tech Firms Expanding Nationally
  • Corporate Divisions or Subcontractors
  • Established Professional Services Firms

Best Fit Plans:

  • 401(k) with custom features โ€“ Offers automation, optional Roth, and tailored vesting.
  • Defined Benefit Plans โ€“ Designed for business owners seeking to maximize retirement contributions in later-stage careers.
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