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Retirement Plans

Many business owners today are tasked with an ever-increasing need to provide a retirement benefit for themselves and their employees. Some of the questions that arise from choosing how to complete this task include:

“Which type of plan is right for me? 401(k), SEP, SIMPLE, profit sharing?”

“Can I afford an employee retirement plan?”

“Do I have time to manage an employee retirement plan?”

“Are my employees even interested?”

“Am I able to complete my fiduciary duty?”

The good news is setting up a plan is not as difficult, expensive, or time-consuming as it seems, and employees will find benefit in receiving help with retirement. Click below to learn about the types of retirement plans.

Types of Retirement Plans

Fiduciary and Education Services with Carillon Advisors

Carillon Advisors offers both 3(21) Fiduciary Services and Education Services to Qualified Plan Sponsors and Plan Committees. Our advisors assist in the application of qualified plan governance to help plan sponsors uphold their fiduciary duties. Carillon Advisors will support the plan sponsor and committee in areas including fiduciary governance, investment oversight, fiduciary insurance, service providers fees and services review, compliance, fiduciary records management, participant communications, and participant education. Check out below for more information on how Carillon Advisors can help and give us a call.