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Defined Contribution Services

Offering your employees flexible, tax-deferred defined contribution plans empowers them to invest in their financial future in their own way. We’ll help you maximize the benefits for your organization and your valuable workers.
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Helping You Help Your Employees with Retirement Planning

While defined contribution plans place less risk on employers than pension plans, there are still stringent responsibilities. Do you know what they are? Are you sure you’re offering your employees the most cost-effective plan? How much can you afford to match their contributions? Your Rothschild Wealth Partners™ consultants will answer these questions and help you manage your retirement plans with confidence.

Offer Investment Choices

We assist with designing the overall structure of investment offerings including: core menu alternatives, stable value fund versus money market, and self-directed brokerage account or mutual fund window.

Remain
Compliant

We’ll help make sure your plan is consistent with federal agency regulations, review contracts and agreements, clarify the duties of fiduciaries and non-fiduciaries, and identify any potential conflicts of interest.

Promote
Participation

Careful consideration of the various design features can often increase participant deferral percentages, heighten enrollment, and decrease overall administrative costs.
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Customized Defined Contribution Services

Rothschild Wealth Partners™ applies deep analysis and innovative solutions to allow you to provide tax-deferred benefits to your employees. Whether your organization is a small start-up, an established corporation, or an impactful non-profit, we’ll help you implement traditional and Roth plans.

401(k) Plans

For your private company, we’ll assist with nondiscrimination testing and assess employer contributions and vesting options.

403(b) Plans

For your 501(c)(3) organization, we can advise on ERISA and non-ERISA plans, as well as annuity and mutual fund investments.

Defined Contribution Advisors Serving Organizations Nationwide

Rothschild Wealth Partners™ is a trusted partner with private businesses and non-profit organizations that help their employees grow through quality tax-deferred retirement plans. Contact us today to learn about the depth of our services.

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