Broker Check

Business Owners

The Future of Your Company’s Retirement Plan

We work with you to design custom retirement plans to seek the savings potential for you and your employees, and many business owners are surprised to learn the beneficial tax implications of providing competitive retirement plan benefits to their employees. 

Client Centered

Do the following issues look familiar to your retirement plan committee?

  • New regulations that add to the complexity of administration

  • Fiduciary pressures to provide prudent investment options

  • Timely (and potentially complex) fee disclosures to your participants

  • Outside advisors whose allegiances are split between plan providers and investment managers

  • Watershed regulations that require greater transparency about disclosing relationships between plan sponsors and their advisors

  • Employees who feel they cannot afford to save, but are being courted by your competitors through their benefits programs

  • Concerns over your employees’ retirement readiness

We understand that you need competent and experienced guidance when it comes to developing your company’s retirement plan. Our team has access to a wide range of options to help you choose what’s right for your company and your employees.

What Elderberry Capital Can Offer You

401(k) Plans



Defined Benefit

Owner-only 401(k) + Defined Benefit

Profit Sharing Plans

Cash Balance Plans

Group 529 Education Savings Plan

Succession Planning

Client Centered

At Elderberry Capital, there are three key tenets for running an effective retirement plan:

  • Meaningful, timely information and research: An experienced retirement plan representative can offer you deep industry insights and knowledge of the regulatory landscape that help enable you to make informed choices for your plan’s individual needs.

  • Easy access to value-added investments and services: An experienced retirement plan representative can deliver proprietary research that’s designed to help you.

  • Customized service: An experienced retirement plan representative firm is committed to providing what you and your employees deserve and expect—great financial education at enrollment and one-on-one meetings.

If you believe that your company needs a detailed retirement plan, contact us today to set up a meeting to discuss the next steps in developing your strategies.

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