Employee Retirement (401k)

We'll provide retirement planning services and education to meet your employees needs. Regardless of whether you are looking to offer or need help with an exiting retirement plan, we will guide you through the whole process and help you manage the plan.

Research shows that one of the main concerns of employees is NOT having enough money when they retire. Studies also show that many people are NOT saving enough and NOT financially on track for retirement. For this reason many states, such as California, Oregon, Illinois, and Vermont, are REQUIRING employers to offer retirement benefits.

  • Profit Sharing and 401(k)
  • Employee Stock Ownership Plan (ESOP)
  • Defined Benefit
  • Non-qualified 409A Deferred Compensation
  • 403(b) and 457(b) for non-profit

We have strong relationships with many of the providers to make sure you are meeting State Requirements as well as Maintaining Compliance with the myriad of bookkeeping issues that accompany the fiduciary requirements that accompany your company's retirement benefits.

The greatest thing about working with the United AMG team is our expertise and guidance in making these new, complicated laws easy for you to understand making sure you are safe from penalties.

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Contact our consultant
(949) 225-4440