Business Retirement Plans
New Solutions for Retirement Savings
Innovative and cost-effective retirement plans
We have done the research for you. RW Wealth provides retirement plan services for small and mid-size businesses that are affordable, automated, easy to set-up, and manage.
What Makes Our 401(k) Services Different
Simplified Plan Design
Plans can be designed to maximize contributions or reward employee tenure. We tailor every plan to the employer’s objectives, budget, and employee demographics.
Managing the Fiduciary Responsibility
Many business owners are not aware of the regulatory requirements regarding retirement plans. Most employers do not have the required expertise and should outsource this fiduciary responsibility to qualified professionals per ERISA guidelines.
Seamless Plan Operations
Our plans provide payroll integration with many leading payroll providers and automated plan administration, taking the burden of day-to-day maintenance of the 401(k) plan away from the employer.
Exceptional Fund Lineup
Our plans provide a diversified fund menu using institutional class, low-cost funds from industry leading companies such as Vanguard.
How a 401(k) Plan Will Benefit You
- Increase employee retention and attract new talent
- Business tax savings
- Defer taxes on your personal income
- Maximize wealth building potential
Streamlined 401(k) Plans
- Best-in-class, low-cost plans
- Plan design consulting
- Investment Policy development
- Liability management and fiduciary oversight
- 3(21) and 3(38) Advisory Services
- Low-cost investment options
- Diversified model portfolios
- Streamlined onboarding
- Automated plan administration
- Payroll integration