Confluence Financial Partners (412-391-0377), a trusted investment advisor in Pittsburgh, PA, announces updates to its retirement planning services for business owners and plan sponsors.
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The updated services help business leaders design, implement, and monitor employer-sponsored retirement plans and help plan participants intelligently prepare for their retirement. Leveraging its combined experience of over a century in providing strategic investment advice, the team offers experienced insights into the available retirement plans that meet the unique needs of each business, including 401(k) plans, simple IRA plans, and simplified employee pension plans (SEP), among others.
More details can be found at https://www.confluencefp.com/for-businesses/
The latest chapter of the 2024 Protected Retirement Income and Planning (PRIP) annual study by the Alliance for Lifetime Income found critical gaps in how investors and financial professionals talk about and consider their retirement planning. Specifically, a consistent 30% gap exists between what financial professionals discuss with their clients and what clients hear. In addition, only 68% of financial professionals consider talking about employer-sponsored retirement plans, despite 81% of clients expressing interest in knowing more about them.
Addressing this, the team at Confluence Financial Partners enhanced their retirement planning services to help business leaders in the state better understand employer-sponsored retirement plans and work closely with their employees to educate, engage, and enroll them in these options. Recognizing the changing needs of each business, the team provides ongoing support and adjusts plans as needed with annual check-ins and a dedicated retirement planning advisor.
“The retirement plan services team is passionate about working with business owners and decision-makers to build retirement plans that are competitive and focused on participant outcomes,” says Brian Stout, AIF, CRPS, Director of Retirement Plan Services. “Helping participants retire on their own terms with dignity is our standard at Confluence Financial Partners.”
The firm is well-versed in various employer-sponsored plans, including Safe-Harbor 401(k) plans, 457 plans, defined benefit plans, cash balance plans, non-qualified deferred comp, and employee stock ownership plans (ESOP). New clients can request a complimentary “Retirement Readiness” workbook for both business leaders and plan participants. In this workbook, readers learn to optimize taxes, seize and plan opportunities, and explore the ins and outs of retirement income using the Confluence Approach.
Interested parties can find more information by visiting https://www.confluencefp.com/for-businesses/
Contact Info:
Name: Confluence Financial Partners
Email: Send Email
Organization: Confluence Financial Partners - Pittsburgh Wealth Management & Financial Advisors
Address: 732 E McMurray Rd, McMurray, PA 15317, United States
Phone: +1-724-271-8801
Website: https://www.confluencefp.com/
Source: PressCable
Release ID: 89143233
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