A company retirement plan is often the largest pool of money most employees will accumulate in their lives. As a business owner, you may find yourself asking, “Am I doing enough?” or “Do I have the best retirement plan for my company?” At Brooke & Schafer, we help you answer those difficult questions. We have been assisting business owners with their retirement planning needs since 1978. Our goal is to establish long-term relationships with our clients in which we help them navigate the ever-changing landscape of qualified plan regulation, design enhancements, and educational resources available to their company and plan participants, thus enhancing the health of their retirement plan.

We use a multi-step review process to identify opportunities for greater simplicity, clarity, and balance in managing the health and welfare of your company retirement plan. Based on your needs, we develop a plan specifically suited to your company’s unique situation and goals. In addition, we make sure your company retirement plan meets all fiduciary rules and regulations you are held responsible for as the plan sponsor. To enhance the value we provide to retirement plan sponsors and participants, we have partnered with leaders in the area of qualified plan design and implementation. Together, we offer a unique team-based approach to providing plan level and participant level services to your retirement plan.

Business Retirement Plan Services

Qualified and non-qualified retirement plan design and consulting

401(k) plans

403(b) plans

Pension/profit sharing plans

SIMPLE IRAs/401(k)s

Solo 401(k) plans

Employee education

Employee retirement readiness reviews/retirement “gap” analysis

Benchmarking – fees and performance

Group long-term care insurance plans

Key Man insurance

Buy-sell agreements

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Brooke & Schafer LLC, Wealth Management Advisors