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