RETIREMENT

Your employees are your most valuable asset. Let’s make sure your retirement plan is optimized to create a retirement they can look forward to.

Retirement Plan

Let us do the heavy lifting.

Focus on what you do best and leave the rest to us.

Retirement plans come with unique challenges; regulatory requirements, investment oversight and ongoing administrative tasks, to name a few. We recognize the challenge employers face in carrying out these fiduciary obligations.

We can help.

Together with our partners, SIMA can make your retirement plan more efficient. By taking administrative and regulatory responsibilities off your plate, you’ll have more time to focus on your core business.

And since your time is money, the savings really start to add up.

Let us do the heavy lifting.

Focus on what you do best and leave the rest to us.

Retirement plans come with unique challenges; regulatory requirements, investment oversight and ongoing administrative tasks, to name a few. We recognize the challenge employers face in carrying out these fiduciary obligations.

We can help.

Together with our partners, SIMA can make your retirement plan more efficient. By taking administrative and regulatory responsibilities off your plate, you’ll have more time to focus on your core business.

And since your time is money, the savings really start to add up.

SOLUTIONS

Leverage Our Experience & Expertise. You’ll have access to the tools, advice and support you need to manage your plan from every angle.

Plan Evaluation

  • Needs assessment
  • Plan benchmarking
  • Provider review and search
  • Plan design consulting

Investment Management

  • Investment policy statement
  • Fund selection and replacement
  • Ongoing investment monitoring
  • Investment committee meetings

Plan Management

  • Issue resolution
  • Plan fee analysis
  • Fiduciary audit file
  • Plan compliance oversight

Plan Participation

  • Educational seminars and materials*
  • Strategic planning
  • Custom allocations and target-date models

*Participant services are determined in advance

MEET THE TEAM

How Much Is Your Retirement Plan Costing You?

(And we don't just mean dollars.)

Fees in retirement plans are notoriously complex. This makes it hard to know the all-in costs. We understand the frustration, which is why we make sure your costs are transparent and competitive. 

That’s why we report on your plan’s costs annually and benchmark your fees against plans like yours every three years.

Thinking of starting a retirement plan?

0 %

of small-business owners offer no retirement plan to help themselves and their employees prepare for the future.

We want to change that.

0 %

of small-business owners offer no retirement plan to help themselves and their employees prepare for the future.

We want to change that.

CONSIDER THE ADVANTAGES

As an employer a retirement plan may help you:

  • Save for your own retirement
  • Receive tax credits and incentives from the government
  • Attract and keep your top talent
  • Deduct employer contributions from taxes
  • Your employees may benefit from:

  • Invest for the future
  • Put away more money for retirement than they can through an IRA
  • Realize tax-deferred growth of investments
  • Happier with a benefits package that includes a corporate retirement plan
  • INSIGHTS

    SCHEDULE A CONSULTATION

    Complete the form below and we will be in touch with you soon. We look forward to working with you!






      Persons associated with SIMA Retirement Solutions, LLC, may also be associated with SIMA Wealth Partners, LLC. The two firms are affiliated through common control and ownership.

      This website is a publication of SIMA Retirement Solutions, LLC. The firm is registered as an investment adviser and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.

      Information presented is believed to be current. It should not be viewed as personalized investment or legal advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any of the strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. The firm is not engaged in the practice of law or accounting.

      Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

      All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.