Many individuals today are worried about whether their savings will last for their entire retirement, making decisions about investments quite complicated. Our financial planners at Sinclair Risk & Financial Management can help you set up a 401(k) plan for your employees that goes beyond the off-the-shelf solutions that were once du jour.

We’re committed to supporting our business clients’ group retirement plans with thoughtful advice delivered consistently and backed by quantitative and qualitative research, stability, and many years of knowledgeable experience. When planning a group 401(k) plan, we’ll develop sophisticated strategies with durable solutions and more investment choices. What’s more, we can also provide 401(k) third-party administration.

Sinclair will discuss with your employees their rollover options so depending on their goals they have a strategy in place, whether it’s to continue to save for retirement, avoid unnecessary income taxes and penalties, have flexibility in choosing investments, or making withdrawals from retirement savings.

Planning today for tomorrow.
We take a comprehensive, ongoing approach to financial planning that starts with helping define your goals as an employer, developing a plan that meets your objectives, tracking the progress of the plan, and recommending changes where needed. Give us a call at 203.265.0996 to speak with one of our financial planners. Or, email us or return the form on this page and we’ll get back to you immediately for 401k.