Let our business help your business. Empower your employees to save for retirement.

RETIREMENT PLAN SERVICES

Small to mid-sized modern businesses require personalized retirement plan designs that differ from those of large corporations. Ibis’ forward-thinking business model can help you implement a retirement plan that fits your company’s needs.

Ibis partners with top-tier 401(k) service providers and third party administrators to design flexible and impactful retirement plans for small to mid-sized businesses. We specialize in the positioning and ongoing support of retirement plans to meet the changing needs of a growing business. Our ultimate goal and objective in helping implement a meaningful retirement plan is to provide a customized experience for employers and employees.

We understand the needs of small to mid-sized businesses because we are one. A proper retirement plan is an important piece of a company’s benefit package that allows business owners and eligible employees to decrease their taxable income by increasing the amount of income they defer to grow tax-free for their retirement.

Ibis Capital’s Retirement Plan Service Offering:

  • Competitive Fees
  • Access to Service Providers
  • Access to Third Party Administrators
  • Dedicated Relationship Manager
  • Coordination of Plan Conversion
  • Plan Implementation
  • Enrollment Meetings
  • Annual Plan Reviews
  • Annual Investment Reviews
  • Quarterly Employee Education
  • Operational Support

It’s not a one-size-fits-all world when it comes to retirement plans. We tailor strategies to assist in meeting your goals and can help create a path that’s right for you.

Please contact us today to learn more about Ibis Capital’s retirement plan services and to begin a discussion on how our company can help yours.

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