Retirement Solutions

Your employees are essential to your business, and Kish Financial Solutions understands that a tailored and robust suite of retirement solutions can make all the difference in recruiting and retaining great employees.

Our professionals will work directly with your management team to understand the goals and objectives for your company retirement plan, using that information to help you choose the best retirement plan for your business from a wide array of products and services:

• Pension Plans – offer a fixed commitment to provide a benefit or contribution for the employee participant based on a formula.
  (Cash Balance Plan, Defined Benefit Plan, Target Benefit Plan, Money Purchase Plan, etc.)
• Profit-Sharing Plans – allow for a discretionary contribution by the employer, while the employee uses pre-tax salary deferral to fund their account.
  (Profit Sharing Plan, 401(k) Plan, Simple 401(k), 403(b), etc.)
• Other Plans – there are other types of plans that can be cost-effective and powerful savings vehicles for the right situation.
  (Simplified Employee Pension (SEP), Savings Incentive Match Plan for Employees (SIMPLE), etc.)

After selecting the right plan, Kish Financial Solutions works side-by-side with your team to implement the plan smoothly and efficiently, in addition to monitoring the plan administration and providing tailored employee education throughout the year.

Talk to us today about how we can help design a plan that’s best suited to serve your goals and objectives.

View our Customer Relationship Summary.