Financial Planning & Wealth Management

McClure Wealth

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Group 401(k)s and Retirement Plans

How do you know if your company is utilizing the right retirement plan? How do you know if the investments in your company plan are the best ones? We provide the outside expertise and perspective you need to objectively assess which plan is the best fit for your company. We often find that business owners are unaware of the tax advantages available to them through the right retirement plan.


There are many tools available, such as:

  • SEP IRAs
  • Traditional 401(k)s
  • Safe harbor 401(k)s
  • Profit-sharing plans
  • Defined-benefit plans
  • Cash balance plans
  • Deferred compensation plans

Understanding Plan Investment Options

Most retirement plans require participants to select specific investments from a menu of available choices. Employees setting up their retirement plans often don’t understand the differences among these different investments or how to go about choosing them. Once your employees have invested their money into your company plan, we can help them manage their investments and know when it makes sense to change their selection.


Group retirement plans are our specialty, and we’ve worked with companies of all sizes and all major types of retirement plans. Give us a call today to learn more about working with us to find the right kind of plan for your company.