Corporate Benefits

At Stabrowski Wealth Management, Ltd., we understand how overwhelming it can be to implement a retirement plan and benefits package that is competitive and cost-effective, while also running a business. We can help you address plan design issues, perform plan and cost analyses, and present a customized solution to fit your business objectives.

To help you feel confident with your plan and minimize the amount of work you have to do, we offer a number of plan level services designed to help you optimize company retirement plan contributions, evaluate your plan service providers, and monitor on a regular basis.

We can assist with:

401(k) Plans

Specializing in retirement planning strategies, our goal is to help you implement a plan that will benefit the employer and the employees. We can assist you with determining and implementing the most appropriate 401(k) retirement plan.

Profit Sharing Plans

A profit sharing plan can benefit employees of all ranks and some may allow participants to take the benefits with them when they leave. Contributions and earnings are often not taxed until they are distributed and all contributions are discretionary, so the employer can decide when and how much to give.

Cash Balance Plans

This is a defined benefit plan that is similar to a traditional pension with a few elements resembling a 401(k). In a typical plan, a participant’s account is credited each year with a pay credit and interest credit. Often, the promised benefits are insured by a federal agency.

Executive Benefits

Offering an executive benefits plan can attract and retain key employees. We can help you determine and implement appropriate plans, such as executive bonus, deferred compensation, salary continuation, supplemental executive retirement plans (SERP), and more. Certain plans allow you the ability to target specific employees you wants to attract, reward, and retain.